Responsibilities or duties

Data Review and Validation

• Review client records to identify missing, incomplete, duplicated, or inconsistent information.
• Validate KRA PINs, identification details, mobile numbers, and email addresses using approved source documents and internal procedures.
• Flag exceptions, inconsistencies, and unresolved issues for escalation to the supervising officer.

System Updates and Record Maintenance

• Update client information in approved systems and trackers accurately and promptly after verification.
• Maintain clear audit trails and supporting documentation for all changes made during the remediation exercise.
• Ensure confidentiality, accuracy, and completeness of all records handled.

Client and Stakeholder Follow-up Support

• Support outbound follow-up efforts to obtain missing client information through approved communication channels.
• Assist in preparing and organizing lists of clients requiring contact or further verification.
• Escalate client-sensitive or high-risk cases to the appropriate team member for action.

Progress Tracking and Reporting

• Maintain daily trackers of reviewed, updated, pending, and escalated records.
• Provide accurate progress updates to support monitoring of the remediation exercise.
• Assist in compiling exception logs and summaries for management review.

Compliance and Control Support

• Handle customer information in line with internal policies, data privacy requirements, and operational controls.
• Support adherence to minimum customer information standards applicable to Unit Trust and related records.
• Promptly report errors, anomalies, or suspected control gaps identified during review.

General Responsibilities

• Perform any other duties as may be assigned from time to time in support of the data remediation exercise and BAM Operations objectives.

Knowledge, experience and qualifications required:

• Bachelor’s degree or diploma in Business, Finance, Economics, Accounting, Statistics, Information Management, or a related field.
• Recent graduate or candidate seeking practical experience in operations, data management, or financial services.
• Proficiency in Microsoft Office applications, especially Excel and Word.
• Demonstrated ability to handle data accurately and maintain confidentiality.
• Exposure to customer service, records management, or administrative support is an added advantage.
• Understanding of basic data quality or compliance concepts is an added advantage.

• Review client records to identify missing, incomplete, duplicated, or inconsistent information.
• Validate KRA PINs, identification details, mobile numbers, and email addresses using approved source documents and internal procedures.
• Flag exceptions, inconsistencies, and unresolved issues for escalation to the supervising officer.
• Update client information in approved systems and trackers accurately and promptly after verification.
• Maintain clear audit trails and supporting documentation for all changes made during the remediation exercise.
• Ensure confidentiality, accuracy, and completeness of all records handled.
• Support outbound follow-up efforts to obtain missing client information through approved communication channels.
• Assist in preparing and organizing lists of clients requiring contact or further verification.
• Escalate client-sensitive or high-risk cases to the appropriate team member for action.
• Maintain daily trackers of reviewed, updated, pending, and escalated records.
• Provide accurate progress updates to support monitoring of the remediation exercise.
• Assist in compiling exception logs and summaries for management review.
• Handle customer information in line with internal policies, data privacy requirements, and operational controls.
• Support adherence to minimum customer information standards applicable to Unit Trust and related records.
• Promptly report errors, anomalies, or suspected control gaps identified during review.
• Perform any other duties as may be assigned from time to time in support of the data remediation exercise and BAM Operations objectives.

• Proficiency in Microsoft Office applications, especially Excel and Word.
• Demonstrated ability to handle data accurately and maintain confidentiality.
• Exposure to customer service, records management, or administrative support is an added advantage.
• Understanding of basic data quality or compliance concepts is an added advantage.

• Bachelor’s degree or diploma in Business, Finance, Economics, Accounting, Statistics, Information Management, or a related field.
• Recent graduate or candidate seeking practical experience in operations, data management, or financial services.