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Client lifecycle management specialist avp
1 week ago
This role offers an exciting opportunity to work closely with Relationship Managers, ensuring all client documentation is correct and up-to-date.
The successful candidate will have the chance to apply regulatory requirements and internal policies, while also participating in independent call back for verification purposes. This role is perfect for someone who is quality-driven, open-minded, and has a willingness to learn.
Opportunity to work in a dynamic and multicultural environment
Chance to apply regulatory requirements and internal policies
Role requires excellent analytical and problem-solving skills
What you'll do:
As a Client Lifecycle Management Specialist (AVP), you will play a crucial role in supporting the manager through client documentation review during the account onboarding process. You will be responsible for applying regulatory requirements and internal policies, working closely with Relationship Managers to ensure all client documentation is accurate. Your role will also involve maintaining and tracking documentation, reviewing documents for external asset managers, strategic partnerships, and independent agents. Additionally, you will be tasked with updating systems, preparing reports, archiving documents, verifying signatures for clients' instructions, processing digital internet access kits, facilitating credit documentation, and participating in independent call back for verification purposes.
Provide documentation review for client account onboarding and change of circumstances
Apply regulatory requirements and internal policies
Work closely with Relationship Managers to ensure all client documentation is correct
Maintain and track documentation
Review of documentation for external asset managers, strategic partnerships and independent agents
Update systems including account opening and maintenance
Prepare reports and archive electronic and physical documentation
Verify signatures for clients' instructions
Process client digital internet access kits
Facilitate credit documentation
What you bring:
The ideal candidate for the Client Lifecycle Management Specialist (AVP) position brings a wealth of private banking experience to the table. With at least 10 years in the industry under your belt, you are well-versed in AML/So W procedures. Your meticulous attention to detail sets you apart from others, as does your quality-driven mindset. You are highly motivated, always willing to go the extra mile in order to maintain high-quality client satisfaction. Your excellent analytical and problem-solving skills enable you to tackle any challenge that comes your way.
Minimum 10 years of private banking experience
Knowledge of AML/So W will be advantageous
Highly motivated and a team player
Meticulous attention to detail
Quality-driven mindset with an openness to learning new things
Excellent analytical and problem-solving skills
Client-oriented approach with a focus on service delivery
What sets this company apart:
Our client is renowned for its commitment to delivering exceptional service to its customers. They foster a multicultural environment where every team member is valued for their unique contributions. This company is dedicated to providing its employees with opportunities for professional growth and development, making it an ideal place to advance your career.
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