AVP, Client Manager

September 22, 2026
Application ends: December 21, 2026

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.

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