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Client Partner

2 months ago

Sydney, Australia Snaphunt Full time

The Offer

  • Opportunity to make a positive impact
  • Leadership Role
  • A role that offers a breadth of learning opportunities

The Job

You will be responsible for :

  • Providing advice on KYC requirements and assisting clients and account managers through the account opening process.
  • Reviewing client documentation to ensure compliance with internal policies and regulatory requirements.
  • Following up with clients on required documentation and escalating to the appropriate Account Managers where necessary.
  • Identifying discrepancies and escalating higher risk matters to the Compliance team.

The Profile

  • You have at least 9 years experience within a Client Onboarding or B2B Sales / Account Executive role, ideally within the Brokerage / Treasury / Securities Exchange, Corporate Banking and the Financial Services Industry industry.
  • You have working knowledge of Client Management, Service Delivery, governance', insurance, SOW and MSA
  • You are a strong team player who can manage multiple stakeholders
  • You possess strong analytical skills and are comfortable dealing with numerical data
  • You are highly goal driven and work well in fast paced environments

The Employer

Our client is looking for Client Partner.

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