Client Manager - Client Implementation

Reporting to the Onboarding Manager, the Client Manager will be responsible for providing an efficient, streamlined, and transparent onboarding experience to the Clients of Crown Agents Bank.

This includes the facilitation, tracking and reporting of all aspects involved in the onboarding process, including KYC, regulatory, product and operational setup. It also covers the facilitation of platforms and systems for the client to execute their first trades and ensures all elements are set up in the Back Office for the swift delivery of trades and payments where necessary. The role collects different data points from the various stakeholders both internally and externally to deliver quality management information and for case tracking purposes.

A key feature is to facilitate strong client lifecycle management both internally through the administration of key client focused forums and externally through client management activities as part of the onboarding of new clients.

• Track client progress throughout the onboarding lifecycle, ensuring timely updates for key stakeholders.
• Manage the end-to-end onboarding journey, including the coordination of KYC activities and maintaining a high level of client service.
• Coordinate the platform set‑ups required including all FX and payment platforms, SWIFT integration, accounts, wallets and tariffs.
• Gather, manage and share the necessary information to establish the trading relationship.

• Provide regular updates to manage stakeholder expectations.
• Coordinate with all relevant teams and stakeholders to complete their tasks ahead of the first trade.
• Collaborate across functions to follow up on onboarding steps, obtain necessary approvals, and elevate issues or propose solutions when required.
• Coordinate the handover to Client Services (BAU Team).

• Gather and maintain accurate data for MI reporting and documentation for internal business partners.
• Provide regular performance updates on your book of work and attend meetings with the Business and other partners as required.

• Identify, elevate, and contribute to the resolution of potential control issues related to onboarding and KYC processes.

• Knowledge of foreign exchange and payments, particularly processes within Operations to facilitate the clients with the products.
• Knowledge of the platforms and channels required to facilitate client demands.