Client Manager – First Line Client Specialist

Jobtailor; Getzville (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a dedicated professional to support client onboarding and ongoing maintenance in Capital Markets. You will collaborate with sales, client executives, and clients to streamline onboarding, reduce administrative burden, and enable cross-product solutions that enhance client engagement.

You will diagnose root causes, implement scalable processes, and act as escalation for issues between sales, clients, and support teams, improving STP and desk controls while sustaining client

Qualifications

• Experience in Capital Markets or Operations, Risk, Client On-boarding, Middle Office.
• Understanding of Markets Products or Financial Degree.
• Experience in a financial organization preferred.

Responsibilities

• Lead onboarding and maintenance of high-value clients in Capital Markets.
• Support sales lifecycle and client engagement with cross-product solutions.
• Analyze root causes and implement robust processes to prevent errors.

Skills

Client Lifecycle Management

Issue Diagnosis

Process Improvement

Operational Reliability

Cross Product Solutions

STP Improvement

Pre and Post-Trade Management

Desk Controls Monitoring

Credit Line Management

Settlement Issue Resolution

Proactive Communication

Problem Solving

Collaboration

Client Engagement

Team Leadership

Education

Financial 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+ years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office
• 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 Lifecycle Management
• Issue Diagnosis
• Process Improvement
• Operational Reliability
• Cross Product Solutions
• STP Improvement
• Pre and Post-Trade Management
• Desk Controls Monitoring
• Credit Line Management
• Settlement Issue Resolution

Soft Skills

• Proactive Communication
• Problem Solving
• Collaboration
• Client Engagement
• Team Leadership

Industry Keywords

• Capital Markets
• Operations
• Risk
• Middle Office
• Financial Organization
• Markets Products
• Client Experience
• Sales Support
• Administrative Burden Reduction
• Operational Expertise