BUSINESS CLIENT ADVISORY SERVICES MANAGER, AMERICAS
Core
Manage client services, onboarding, and platform training for financial clients while overseeing project stages and workflow improvements.
Role type
Business Client Advisory Services Manager
Builds
Client onboarding, platform training, and project implementation for 360T clients
Domain
Financial Services / FX & Treasury
Deliverable
client delivery
Required skills
Client relationship management, project management, workflow analysis, product training, cross-functional collaboration, analytical problem-solving
Preferred skills
Spanish language proficiency, MS Excel proficiency
Responsibilities
Provide excellent service for new and existing customers, manage and complete incoming client requests, ensure seamless client onboarding, conduct client platform trainings, maintain and improve workflows, oversee project stages, participate in quality assurance testing, collaborate with internal teams
Seniority
Junior to Mid-level (0-3 years experience)
