Client Manager, AVP

Jobtailor; Getzville (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor is seeking a Client Onboarding Specialist in Getzville, NY to support the client and sales lifecycle across Capital Markets. You will work with salespeople and client executives to enable smooth onboarding and ongoing maintenance of high-value accounts.

You will diagnose root causes, implement robust processes, and help reduce manual intervention while enhancing client experience and accuracy of pre- and post-trade setups.

Qualifications

• Must have experience with client onboarding processes in capital markets.
• Knowledge of risk, middle office, or front-office operations is a plus.
• Understanding of sales lifecycle and client engagement best practices.

Responsibilities

• Support all aspects of the client and sales lifecycle with salespeople and clients.
• Lead end-to-end onboarding and maintenance of high-value clients.
• Diagnose root causes of issues and implement strategic solutions to prevent recurrence.
• Monitor controls and ensure accurate, right-first-time client set-ups.
• Identify opportunities to reduce manual work and improve STP.

Skills

Client engagement

Issue resolution

Process improvement

Cross product solutions

STP

Proactive communication

Problem solving

Team collaboration

Education

Finance/Markets degree

Job description

• Work closely with salespeople, client executives, and clients to support all aspects of the client and sales lifecycle.
• Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues
• Remove the administrative burden from sales enabling the salesforce to focus on true value add and client engagement
• Proactively mitigating client impact whilst enhancing the client experience, ensuring client set-up is accurate and right first time (eCommerce, Risk or Operational Platforms)
• Lead and manage the end-to-end onboarding and maintenance of high-value clients, ensuring new or existing accounts are prioritized and set-up in a timely fashion.
• Diagnose the root causes as issues arise and identify both tactical and strategic solutions -owning the delivery
• Spearhead investigations and implement robust processes to prevent future errors, enhancing operational reliability and transforming operational expertise into strategic value.
• Proactively support the sales team to manage the 'First Line of Defense', including monitoring desk controls, minimizing credit line breaches, and ensuring credit facilities are sufficient and maintained to support trading.
• Ensure pre and post-trade processes are managed efficiently and effectively, including prompt resolution of booking issues, settlement issues, and margin disputes.
• Act as a point of escalation and own resolution of operational issues between sales, client and support functions
• Identify opportunities to reduce manual intervention and improve STP

Requirements

• 1-2 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or
• Understanding of Markets Products or Financial Degree
• Some experience working in a financial organization may help

Core Competencies

Demonstrates expertise in client onboarding and operational processes within Capital Markets, focusing on enhancing client experience and operational reliability. Proficient in diagnosing issues and implementing strategic solutions to improve efficiency and reduce manual intervention.

Highest-signal resume keywords

• Client Onboarding
• Operational Processes
• Capital Markets Experience
• Risk Management
• Financial Degree

ATS Optimization Keywords

Hard Skills

• Client Engagement
• Issue Resolution
• Process Improvement
• Cross Product Solutions
• STP (Straight Through Processing)

Soft Skills

• Proactive Communication
• Problem Solving
• Team Collaboration

Industry Keywords

• Financial Organization
• Middle Office
• Risk
• Sales Lifecycle
• Desk Controls