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Sinayo Gqozo

@sinayogqozo

Business Operations Assistant at Fulcrum Collections, supporting client onboarding, banking operations, reconciliations, and workflow improvements.

South Africa

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What I'm looking for

I'm open to global remote and hybrid roles.

At Fulcrum Collections, I support client onboarding through documentation reviews, compliance checks, and account setup. I also assist with banking operations, reconciliations, and forex administration.

I investigate operational and client queries, maintain accurate records, and use Freshdesk, Jira, and Azure to track tickets and workflows. I also use AI-powered tools to support reporting and streamline administrative workflows.

Previously, at BDOUK LLP, I managed UK private client engagements and supported tax compliance and advisory work, including estate and trust matters. My experience also includes insurance account servicing at OUTsurance OSS and client coverage and banking roles at Standard BankGroup.

Experience

Work history, roles, and key accomplishments

Current

Business Operations Assistant

Current

Fulcrum Collections

May 2026 - Present (5 months)

Support client onboarding, compliance checks, and account setup. Assist with banking operations, reconciliations, and operational reporting while using Freshdesk, Jira, and Azure for workflow tracking.

Client Onboarding KYC AML Reconciliations Forex Administration Freshdesk Jira Azure AI Assisted Workflows

Tax Associate

BDO UK LLP

Oct 2024 - Nov 2025 (1 year 1 month)

Managed a portfolio of UK private client engagements, coordinating documentation and client communications. Conducted KYC/AML reviews and supported UK tax compliance and advisory work.

KYC AML Risk Assessment Client Onboarding UK Tax Compliance Trusts And Estates AI Tools

Junior Tax Associate

BDO UK LLP

Sep 2023 - Sep 2024 (1 year)

Coordinated client engagement tasks and documentation across strict deadlines. Supported onboarding through KYC/AML document collection and validation.

KYC AML Documentation Client Communication Database Queries

Retentions & Account Management Agent

OUTsurance OSS

Sep 2022 - Jun 2023 (9 months)

Managed high-volume insurance client interactions and at-risk accounts, resolving concerns and supporting customer retention. Consistently exceeded performance targets for retention and service quality.

Customer Retention Account Management Compliance Service quality

Transactional Banker

Standard Bank Group

Feb 2022 - Jul 2022 (5 months)

Provided account servicing and relationship management to private and retail banking clients. Advised clients on banking products and conducted due diligence and risk assessments.

Account Servicing Relationship Management Due Diligence Risk Assessment Banking Compliance

Client Coverage Graduate Trainee

Standard Bank Group

Feb 2021 - Feb 2022 (1 year)

Completed rotations across finance, branch, private, business, enterprise banking, and credit functions. Supported relationship managers with client portfolios and operational reporting.

Client Portfolios Operational Reporting Stakeholder Coordination Process Improvement

Virtual Customer Success & Support Associate

Amazon UK

Aug 2020 - Jan 2021 (5 months)

Resolved account, payment, and access issues remotely, taking ownership of escalations and customer queries. Maintained accurate account documentation and delivered responsive support.

Customer Support Escalation Management Documentation Remote Work

Education

Degrees, certifications, and relevant coursework

University of South Africa

Postgraduate Diploma, Risk Management

2022 - 2023

Postgraduate Diploma in Risk Management with coursework in operational, credit, market risk, governance, and compliance.

University of the Western Cape

Bachelor of Commerce, Finance and Investments

2016 - 2019

Bachelor of Commerce in Finance and Investments, covering business management, corporate finance, investment management, financial markets, and related disciplines.