The Client Manager is a pivotal role focused on delivering a best in class client experience
The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management within the Global Network Banking team. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.
Responsibilities
1. 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.
2. 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
5. 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.
Qualifications
- Experience: 5+ years of experience in client management or a related role within the financial services industry.
- Technical Skills: Product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
- Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
- Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.
- Interpersonal Skills: 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
- Attention to Detail: High level of accuracy and attention to detail in all aspects of work.
Education
Refer to the table below for education requirement by job level.
- Education: Bachelor’s degree in Finance or a related field
Job Family Group
Institutional Banking
Job Family
Corporate Banking
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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