Account Manager
Job Description:
Account Manager
Our client is looking for an Account Manager to act as the primary point of contact between Relationship Managers, our client and a designated portfolio of clients, delivering the highest standard of client service.
Your responsibilities will include:
- Coordinating client instructions.
- Managing the end-to-end process of deposits and payments, foreign exchange, securities transactions and corporate actions.
- Delivering a highly personalised service through proactive client engagement.
- Preparing account opening documentation.
- Resolving issues in collaboration with the Relationship Manager and onboarding team.
- Ensuring client accounts are maintained to meet group minimum standards
- Supporting the Relationship Manager in monitoring transactional activity and addressing remediation requirements.
- Assisting in client periodic reviews.
- Be aware of and promote the Bank's full suite of services – including savings, credit cards, FX, custody, and lending.
- Collaborate with the Relationship Manager to manage and coordinate client entertainment and relationship building activities.
- Staying current with all relevant laws, regulations, and internal policies, and supporting the implementation and ongoing maintenance of departmental procedures in day-to-day operations.
Your qualifications and skills include:
- Experience in a front office client support role, ideally gained in the banking/trust services sector.
- Driven to deliver an exceptional client experience.
- Self-motivated, flexible and able to multi-task.
- Knowledge of Banking, Custody, FX and Credit.
- Excellent communication and interpersonal skills and the ability to build and maintain relationships.
- Attention to detail and organised.
- Good project management skills and a track record in working within a team.
- Strong IT skills.
- A high degree of risk awareness and compliance orientation.
- A strong ability to effectively support client relationships and to build relationships in conjunction with the Relationship Manager.