AVP, Client Manager
Job Description
REQUIREMENTS
- 5+ years of experience in client management or a related role within the financial services industry.
- Product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
- Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
- Proven ability to resolve client issues, manage escalations, and improve processes.
- Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships
- High level of accuracy and attention to detail in all aspects of work.
- Bachelor’s degree in Finance or a related field
RESPONSIBILITES
- Relationship & Origination Support
- Maintain professional relationships with client representatives.
- Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
- Identify and originate low-complexity opportunities.
- Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.
- Credit Management
- Manage credit requests in close coordination with various internal teams
- Monitor credit lines and escalate exceptions
- Onboarding & Implementation
- Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.
- Oversee client documentation and facilitate client training to ensure a smooth transition.
- Service Coordination
- Serve as the primary point of contact for managing and resolving client escalations.
- Facilitate day-to-day operational flows and track client feedback
- KYC Ownership
- Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
- Take responsibility for completing and maintaining accurate client profiles.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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