Client Account Manager
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As a Special Clients Unit (SCU) Client Account Manager, you will be responsible for the accounts transferred to you for exit purposes.
This includes following up with clients on top up/closure instructions (e.g. Execution of securities and forex transactions to facilitate account closure)
You will:
• act as the primary or secondary point of contact for the clients; manage daily administration, client servicing and attend to compliance requirements
• be the liaison between the various operational sub-teams to ensure smooth account closure
• ensure strict compliance with all internal policies and external regulations and legal guidelines are adhered to
• ensure the occurrence of errors and operational problems are minimized, promptly and properly document any issues that occur
Job ID: 115541009
Skills:
private banking operations, Legal Compliance, documentation for client meetings, investment proposals, Regulatory Requirements, Financial Services
Skills:
Strategic Thinking, Communication Skills, Project Management, Client Relationship Management, Account Management, Financial Management
Skills:
Professional Services, Presales, Client Success, Implementation, Client Service, Account Management
