Client Executive
Capital Markets
ClientExecutiveC11
“Client Executive - C11 at Client Executive. Skills: Client onboarding, KYC, Relationship management. Facilitate client onboarding, KYC, Sanction reviews, Screenings, FinCEN and other required information collection and review prior to transaction implementation. Handle day-to-day internal and client calls on KYC and new deal onboarding implementation sets”
What You'll Achieve.
Ensure seamless and efficient product delivery; Provide a best-in-class client experience; Expedite solutions; Meet modernization/digitization goals
Industry & Context.
problem-solving skills
What They're Looking For.
Must Have
Minimum 3 years of experience in the financial industry, in a position with a client facing team, Basic knowledge of Agency & Trust products, interpersonal skills related to client interaction, and internal team interactions, Proficient with Excel, Word, PowerPoint and general computer skills, Experienced with KYC management systems/policies, Requires being detail oriented with organizational skills, problem-solving skills, Excellent work ethic, self-motivated, written and verbal communication skills
What You'll Do.
Facilitate client onboarding
FinCEN and other required information collection and review prior to transaction implementation
Handle day-to-day internal and client calls on KYC and new deal onboarding implementation sets
Direct advanced queries when needed to appropriate product partners
Coordinate the collection of required due diligence information to complete new client entity KYC and related screenings with client contacts directly
Review and ensure complete onboarding information is delivered to KYC Operations for Core KYC
Appendix creation and ensure timely completion through ongoing communication
Communicate with Sales and TRM all KYC implementation progress or issues and deliver in a timely fashion to ensure smooth client transaction closes
Assist product partners by entering necessary client/transaction information into reporting systems and handling updates to ensure consistently accurate implementations
Understand and be able to explain core products and services as necessary to respond to client inquiries and expedite solutions
Assist in the creation and upkeep of client databases
Maintain reports for internal use on activity
trends and performance
How You'll Work.
Team & Collaboration
Managing relationships with internal and external partners; Liaise with Sales and Transaction Management team to execute delivery of service across Agency and Trust transactions; Provide support for peer groups across regions within Issuer Services; Build and develop relationships across internal and external partner teams; Collaborate with and support in-business risk, and second line teams as required
Communication Scope
written and verbal communication skills
Process & Methodology
Participate in implementation projects to increase efficiencies and meet modernization/digitization goals
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