Client Manager, FinTech

Standard Chartered; New York (NY); Hybrid; USD 78,000 - 118,000; Full time

Benefits offered by this job

Retirement savings plan

Medical insurance

Flexible working patterns

Wellbeing programs

Learning opportunities

Job summary

Standard Chartered in New York seeks a Client Manager to drive progress on targets and deliver excellent client service, getting clients ready-to-transact quickly while meeting SLAs and quality standards.

The role focuses on day-to-day account management, onboarding coordination, and proactive risk mitigation across an aligned client portfolio to ensure top-tier delivery and strong relationship health.

Qualifications

• Bachelor degree in Banking or Finance preferred.
• Ideally 3+ years experience in banking or other relevant environment
• Preferred Experience in FinTech
• Risk & AML certified as stipulated by Bank policy for Client Manager role
• Languages: English and/or local language skills as relevant to country requirements
• Ability / experience building strong relationships with diverse stakeholders, work with them to deliver exceptional client service & experience while balancing robust operational management deliverables
• Knowledge of local regulations (CDD, credit and lending, risk management)
• Superior writing and presentation skills in English

Responsibilities

• Act as a service partner, work with Coverage Bankers, Product Sales, Operations and other internal stakeholders to solve client issues and identify opportunities to improve overall service.
• Fully understand the CIB business strategy and leadership expectations to ensure Client Management activities align with Bank’s priorities.
• Ensure alignment between CIB business and Client Management with regular engagement regarding priorities and issues.
• Liaise with business units, local/group product, other operations and external partners to capture opportunities timely.
• Provide direct support to Coverage Bankers for the assigned client portfolio, including onboarding, credit monitoring, and portfolio hygiene.
• Engage with Clients, Coverage Bankers and Product Partners to respond to issues/concerns relating to ongoing account maintenance.
• Provide proactive support on account maintenance activities by coordinating with CM Teams, OCM, CA, and Legal/Compliance.
• Escalate issues to the CM Team Lead and OCM team lead for follow up as relevant.

Job description

The role is responsible for driving progress on relevant targets to deliver excellent client service, getting clients to the point of ready-to-transact as quickly as possible, and within agreed service level agreements including turnaround times, productivity, and quality.

The Client Manager is responsible for proactively managing the client account on day-to-day maintenance activities to ensure the highest level of client service and relationship health. The Client Manager will support the Coverage Bankers on an aligned client portfolio to ensure strong client delivery execution.

Key Responsibilities

• Act as a service partner, work together with Coverage Bankers , Product Sales, Operations and other key internal stakeholders to solve client issues and identify opportunities to improve overall service for the clients
• Fully understand the CIB (and specifically XXX) business strategy and leadership expectations to ensure Client Management activities are effectively managed in accordance with the Bank’s strategic focus.
• Ensure alignment between CIB business and Client Management with regular engagement regarding business priorities, issues, and address any gaps
• Liaise with business units, local/group product, other supporting operations and external business partners when necessary to capture business opportunities in a timely and effective way
• Provide direct support to the Coverage Bankers for the assigned client portfolio as follows:
• Ensure the highest level of client service and risk mitigation through proactive client account management support with client onboarding (liaising with Client Management KYC teams), credit monitoring (liaising with CA COE), account maintenance/ portfolio hygiene (liaising with the OCM team), and flow maintenance.
• Actively engage and collaborate with Clients, Coverage Bankers and Product Partners to understand and respond to any issues/concerns relating to the ongoing account maintenance including highlighting any unusual utilization patterns to coverage teams.
• Provide proactive support on account maintenance activities like documentation, reporting etc by engaging and collaborating with the client, other Client Management Teams, OCM team, CA, MDU, Legal and Compliance and relevant ops teams as required to ensure the clients’ expectations are met or exceeded.
• Escalate issues/concerns relating to account maintenance activities to the CM Team Lead and OCM team lead for follow up as relevant.

Qualifications

• Bachelor degree in Banking or Finance preferred.
• Ideally 3+ years experience in banking or other relevant environment
• Preferred Experience in FinTech
• Risk & AML certified as stipulated by Bank policy for Client Manager role
• Languages: English and/or local language skills as relevant to country requirements
• Ability / experience building strong relationships with diverse stakeholders, work with them to deliver exceptional client service & experience while balancing robust operational management deliverables
• Knowledge of local regulations (CDD, credit and lending, risk management)
• Superior writing and presentation skills in English

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thingand are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle,continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together,we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter,we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance,with flexible and voluntary benefits available in some locations.
• Time-offincluding annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible workingoptions based around home and office locations, with flexible working patterns.
• Proactive wellbeing supportthrough Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning cultureto support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation,one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Expected annual base pay range for the role is 78,400 USD to 117,600USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.