Client Manager

Crown Agents Bank; London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading bank in the UK is seeking a Client Manager to facilitate an efficient onboarding experience for clients. The role involves managing the onboarding process, ensuring compliance, and coordinating platform setups. Ideal candidates will have a Bachelor's degree and experience in client-facing roles, particularly in FX and payments.

Benefits

Contributory pension

Life assurance

Income protection

Private medical insurance

Discretionary bonus

Annual leave

Volunteering days

Access to the Benefit Hub

Qualifications

• Experience in client-facing roles and onboarding processes.
• Knowledge of FX and Payments processes is advantageous.

Responsibilities

• Manage the onboarding process, including KYC activities.
• Track client progress and provide updates to stakeholders.
• Maintain accurate data for MI reporting.

Skills

Client-facing

Onboarding

Data Management

Risk Management

Technical Ability

Education

Bachelor’s Degree

Job description

Company Description

Crown Agents Bank is a rapidly growing and regulated UK bank that connects emerging and frontier markets to the rest of the world through FX and payments technology. We are transforming payments and FX in emerging markets by reducing friction and increasing efficiency, helping more money reach those in need. Our solutions address the challenges of expensive, unreliable, and opaque payments in these regions, ultimately connecting hard-to-reach areas to global financial infrastructure for better prices and faster, reliable settlements.

FX and cross-border payments are complex and costly, especially in emerging markets. Crown Agents Bank (CAB) leverages trusted relationships, a robust network, and innovative digital capabilities to provide cross-border transaction banking solutions for fintechs, corporates, governments, development organizations, and banks to facilitate money movement across difficult-to-reach markets.

Job Description

Reporting to the Client Implementation Team lead, the Client Manager will ensure an efficient, transparent onboarding experience for Crown Agents Bank clients. This includes facilitating, tracking, and reporting all aspects of onboarding such as KYC, regulatory compliance, product setup, and operational readiness. The role involves setting up platforms and systems for clients to execute their initial trades and ensuring all necessary elements are configured in the Back Office for swift trade and payment execution.

This position requires gathering data points from internal and external stakeholders to produce quality MI and support case tracking. A key aspect is managing the client lifecycle internally through key forums and externally through client management activities during onboarding.

Role Responsibilities:

Onboarding Journey Management

• Track client progress through onboarding, providing timely updates to stakeholders.
• Manage the entire onboarding process, including coordinating KYC activities and maintaining high client service standards.
• Coordinate platform setups, including FX and Payment platforms, SWIFT integration, accounts, wallets, and tariffs.
• Gather, manage, and share information necessary to establish trading relationships.

Data Management & Reporting

• Maintain accurate data for MI reporting and internal documentation.
• Provide performance updates and participate in meetings with business partners as needed.

Risk & Control

• Identify, escalate, and help resolve potential control issues related to onboarding and KYC processes.

Technical Ability

• Knowledge of FX and Payments processes, particularly within Operations, to assist clients with products.
• Understanding of platforms and channels used to meet client demands.

Qualifications

• Bachelor’s Degree or equivalent experience in banking.

Experience:

• Client-facing and onboarding experience.
• CDD experience is advantageous.
• FX and Payments experience is advantageous.

Additional Information

• Hybrid working model.
• Benefits include contributory pension, life assurance, income protection, private medical insurance, discretionary bonus, annual leave, volunteering days, and access to the Benefit Hub.