Role Purpose
Reporting to the Onboarding Manager the Client Manager will be responsible for providing an efficient streamlined and transparent onboarding experience to the Clients of Crown Agents Bank. This includes the facilitation tracking and reporting of all aspects involved in the onboarding process including KYC regulatory product and operational setup. This will include the facilitation of platforms and systems for the client to execute their first trades and ensure all elements are set up in the Back Office for the swift delivery of trades and payments where necessary.
This role will be responsible for collecting different Data points from the various stakeholders both internally and externally in order to deliver quality MI and for case tracking purposes.
A key feature of this role will be to facilitate strong client lifecycle management both internally through the administration of key client focused forums and externally through client management activities as part of the onboarding of new clients.
Role Responsibilities
Onboarding Journey Management
Stakeholder Engagement & Communication
Data Management & Reporting
Risk & Control
Technical Ability
Qualifications :
Additional Information :
Remote Work :
No
Employment Type :
Full-time
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