Client Partner
Job details
The Offer Opportunity to make a positive impact Leadership Role A role that offers a breadth of learning opportunities The Job You will be responsible for : Providing advice on KYC requirements and assisting clients and account managers through the account opening process. Reviewing client documentation to ensure compliance with internal policies and regulatory requirements. Following up with clients on required documentation and escalating to the appropriate Account Managers where necessary. Identifying discrepancies and escalating higher risk matters to the Compliance team. The Profile You have at least 9 years experience within a Client Onboarding or B2B Sales / Account Executive role, ideally within the Brokerage / Treasury / Securities Exchange, Corporate Banking and the Financial Services Industry industry. You have working knowledge of Client Management, Service Delivery, governance', insurance, SOW and MSA You are a strong team player who can manage multiple stakeholders You possess strong analytical skills and are comfortable dealing with numerical data You are highly goal driven and work well in fast paced environments The Employer Our client is looking for Client Partner.
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