Client Relationship Manager

4 tygodni temu

Warszawa, Mazovia, Polska Infotree Global Solutions Pełny etat
Job Description

Company: Infotree Global Solutions

Job Title: Client Implementation Analyst/Associate

Job Summary: We are seeking a highly skilled and motivated Client Implementation Analyst/Associate to join our team. The ideal candidate will have a strong background in client onboarding, excellent communication skills, and a keen attention to detail.

Key Responsibilities:

  1. Drive the client onboarding process in collaboration with the Sales team for various client types and products.
  2. Engage in active discussions with Sales to manage priorities effectively and develop in-depth knowledge of all required elements, such as AML, KYC, and product-to-legal entity alignment.
  3. Manage tight timelines for fund launches, market-specific deadlines, and trade dates while maintaining a high level of organization, ability to multi-task, and prioritize projects.
  4. Demonstrate strong written and verbal communication skills, and exhibit a strong client service orientation.

Required Skills and Experience:

  • Previous experience in Client Onboarding or a KYC role is preferred.
  • Excellent verbal and written communication skills, with the ability to work independently with minimal supervision.
  • A flexible, proactive, and energetic approach, combined with strong problem-solving and facilitation abilities.
  • Ability to work efficiently and effectively under pressure, with a strong team player capable of collaborating well within and across teams.

Competencies:

  • Technical Skills: Demonstrates strong technical skills required for the role, attention to detail, initiative in expanding knowledge, and appropriate client service and risk management skills.
  • Drive and Motivation: Successfully handles multiple tasks, takes initiative to improve performance, works intensely toward challenging goals, and persists in the face of obstacles.
  • Client and Business Focus: Effectively handles difficult requests, builds trusting, long-term relationships with clients, helps clients identify and define needs, and manages client/business expectations.
  • Teamwork: Proven track record as a strong team player, collaborates well within and across teams, encourages team members to contribute, and acknowledges their input.
  • Communication Skills: Communicates relevant and important information clearly and concisely, and shares new ideas with others.
  • Judgment and Problem Solving: Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions, and identifies clear objectives. Analyzes complex issues and sees the big picture.

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