Our client is seeking a temporary Account Manager to serve as the primary point of contact between Relationship Managers, the Bank, and a designated portfolio of clients, ensuring the delivery of the highest standard of client service. This role involves managing client expectations and fostering relationships while coordinating various operational tasks. The ideal candidate will take charge of the end-to-end process for deposits and payments, foreign exchange transactions, and corporate actions, while providing a highly personalised service. This position requires a proactive approach to client engagement, preparing account opening documentation, and collaborating with the Relationship Manager to resolve any issues such as missing information. Additionally, the Account Manager will support in monitoring transactional activity and client periodic reviews, all while adhering to group standards and maintaining compliance with relevant laws and regulations.
Job Duties:
- Coordinate client instructions.
- Manage the end-to-end process of deposits and payments, foreign exchange, securities transactions, and corporate actions.
- Deliver a highly personalised service through proactive client engagement.
- Prepare account opening documentation.
- Resolve issues such as missing information or red flags in collaboration with the Relationship Manager and onboarding team.
- Ensure client accounts are maintained to meet group minimum standards, supporting the Relationship Manager in monitoring transactional activity and addressing remediation requirements.
- Assist in client periodic reviews.
- Support the positioning of the Bank’s full suite of services, including savings, FX, custody, and lending.
- Collaborate with the Relationship Manager to manage and coordinate client entertainment and relationship building activities.
- Stay current with all relevant laws, regulations, and internal policies, supporting the implementation and ongoing maintenance of departmental procedures in day-to-day operations.
Job Requirements:
- Good background 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 manage several tasks simultaneously.
- Knowledge of Banking, Custody, FX, and Credit.
- Excellent communication and interpersonal skills with the ability to build and maintain relationships.
- Strong attention to detail and highly organised.
- Good project management skills and a track record of working effectively within a team.
- Strong IT skills.
- A high degree of risk awareness and compliance orientation.
- Strong ability to effectively support client relationships alongside the Relationship Manager.
What You’ll Love:
Our client offers a dynamic work environment where you can thrive in a challenging role that fosters client engagement and relationship management. You will have the opportunity to work closely with a supportive team and gain valuable experience within the banking sector. This role is ideal for those who are dedicated to delivering exceptional service while growing their expertise in a fast-paced setting. If you are passionate about client relations and ready to take on a pivotal role, this position may be perfect for you.
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