Client Services Manager
Client Services Manager
Clarity Recruiting
New York City Metropolitan Area
See who Clarity Recruiting has hired for this role
Our client, a multi-bank, multi-asset trading platform for OTC is seeking a Business Client Advisory Service Manager for a full-time position. As a Business Client Services Manager, you will be working in a global team, providing excellent client services to our clients. You will be part of a fast-moving and growing organization, facing a wide variety of tasks.
Our client works 3 days onsite and 2 days remote, with their office located in NYC.
Key Responsibilities:
- Provide excellent service for new and existing customers
- Smoothly manage, solve, and complete all incoming requests from clients
- Ensure a seamless onboarding for new clients onto our platform
- Build and maintain relationships with key client contacts
- Conduct client platform trainings (interactive and remote)
- Maintain, document, analyze and improve existing workflows and processes
- Oversee various project stages (product development, process implementation, regulatory/compliance, complex client setups)
- Participation in quality assurance by testing our full range of products and various new features on our platform
- Close interaction and cooperation with internal teams (e.g., Sales, Legal, IT, etc.)
YOUR PROFILE
- Bachelor's degree in finance or a related field
- Working experience in Client Services / Middle Office / Back Office of a Financial Institution or other FX- or Treasury company
- Excellent analytical and problem-solving skills
- High level of insight and accuracy, as well as good organizational and communication skills
- Ability to explain technical terms and information about products to a variety of audiences, namely clients and internal teams
- Spanish and/or Portuguese a plus
- Proficient in MS Office, particularly Excel
- Willing to complete the workday at 6pm
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Seniority level
Associate -
Employment type
Full-time -
Job function
Finance -
Industries
Financial Services
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