Account Manager

1 week ago

Sydney, New South Wales, Australia beBeeClientOnboarding Full time $100,000 - $150,000
The Client Onboarding Officer plays a pivotal role in the institutional client onboarding process, serving as a single point of contact and liaison throughout the entire onboarding cycle. This involves managing the onboarding process for clients in Sydney, identifying client needs and potential issues proactively, maintaining strong working relationships with internal counterparts, and monitoring external and internal client satisfaction.

Key Responsibilities:
  • Own the overall Client Onboarding experience in Sydney
  • Proactive identification of client needs and potential issues
  • Maintain strong working relationships with internal counterparts
  • Monitor external and internal client satisfaction
  • Drive issue resolution by handling issues directly where possible and involving functional experts when needed
  • Review metrics with key internal stakeholders to drive process improvements and efficiency gains
  • Ensure that global SSGM procedures are followed
  • Participate in the enhancement and maintenance of internal systems for workflow management and data storage
  • Participate in the establishment and maintenance of controls
  • Ensure the accuracy of client static data

Functional Responsibilities:
  • Perform activities associated with client onboarding or modification events
  • Visit key clients to enhance working relationships and gain better understanding of client needs
  • Develop a clear understanding of how client profiles and requirements intersect with transaction systems and internal processes
  • Participate in the implementation of solutions to meet client requirements
  • Gather requisite data and documents from internal or external sources as appropriate; review and analyze data and documents to ensure accuracy; route requisite data and documents to appropriate stakeholders
  • Address ongoing client servicing and interaction needs
  • Track and monitor potential onboarding issues and delays
  • Ensure accuracy of accounts set up in transaction systems and client static data
  • Maintain strong working relationships and liaise with internal and external counterparts including Clients, Front Office, Legal, Compliance, Middle Office, Operations, Technology, Project Management teams
  • Perform all tasks to ensure compliance with regulatory requirements

Required Skills and Qualifications:
  • Bachelor's degree in business, finance, or related field
  • 3+ years prior finance industry experience

Benefits:

We offer a comprehensive benefits package, including medical care, insurance, and savings plans. Our flexible work programs allow you to match your needs, and our wealth of development programs and educational support will help you reach your full potential.

We are an equal opportunity and affirmative action employer.

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