Client Relationship Manager - Deposit Platform
Core
Managing client onboarding, account funding, and retention for a deposit platform within the financial services sector.
Role type
Client Relationship Manager (Deposit Platform)
Builds
Client accounts and onboarding workflows for a global commercial payments organization
Domain
Financial Services / Commercial Payments
Deliverable
client delivery
Required skills
Client relationship management, account opening process support, stakeholder coordination, data analysis, presentation creation, compliance awareness
Preferred skills
Financial services compliance experience, dormant account reactivation strategies
Technologies
Microsoft Office (Excel, PowerPoint)
Responsibilities
Coordinate end-to-end client onboarding from engagement to account funding; Provide onboarding documentation and guidance to clients and relationship managers; Monitor zero-balance and dormant accounts to identify reactivation opportunities; Respond to client enquiries and escalate complex matters; Prepare management information reports and client presentations; Maintain accurate client records and support process improvements
Seniority
Individual Contributor
