Client Success Team - Relationship Management Associate
Core
Manage client lifecycle requests for new and existing clients across functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to deliver a smooth and efficient experience for the client and Sales in Capital Markets.
Role type
Client Success Team - Relationship Management Associate
Builds
Client onboarding processes and lifecycle management for Capital Markets clients
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
Client lifecycle management, KYC/AML knowledge, Capital Markets products (FX, Equities, Fixed Income, OTC Derivatives), Operational control event escalation, MS Excel (macros, look-ups), CRM systems
Preferred skills
Fund management industry experience, Strategic or regulatory initiatives support, Process automation
Technologies
MS Excel, CRM systems, Onboarding platforms
Responsibilities
Manage client lifecycle requests across functional teams, Maintain and update status reports on onboarding progress, Identify and escalate operational control events, Ensure compliance with bank policies, Proactively identify opportunities to enhance and automate processes
Seniority
Mid-level, hands-on IC