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 escalations exceptions
3. 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.
4. 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
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Job Family Group:
Institutional Banking
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Job Family:
Corporate Banking
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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