Corporate Relations Manager
Core
Primary point of contact for new corporate clients, guiding them through onboarding, platform setup, and day-to-day operational support.
Role type
Corporate Relations Manager (Client Onboarding & Support)
Builds
Corporate client accounts and operational readiness for a fintech trading platform
Domain
Fintech / Financial Services
Deliverable
client delivery
Required skills
Client onboarding management, KYC/AML documentation review, cross-functional coordination, platform configuration, stakeholder communication
Preferred skills
Experience with corporate account setup, technical troubleshooting for non-technical users
Technologies
Client Area platform, compliance verification systems
Responsibilities
Guide key stakeholders through initial setup and platform walk-throughs; Configure new client accounts and system preferences; Review submitted legal and operational documents for completeness; Coordinate with compliance/legal teams to resolve verification delays; Provide frontline troubleshooting for Client Area issues; Diagnose platform usability friction points.
Seniority
Mid-level, hands-on IC