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
Seniority level
Associate
Employment type
Full-time
Job function
Finance
Industries
Financial Services
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