Client Success & KYC Operations Associate

Jobtailor; Lake Oswego (OR); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Lake Oswego, Oregon is seeking a Client Relationship Manager to partner with relationship management and sales support teams. You will support onboarding, client referrals, and retention while ensuring compliance and data integrity across onboarding and KYC processes.

The role emphasizes due diligence, AML compliance, and effective communication with client teams to drive revenue growth and client satisfaction.

Qualifications

• Experience in financial services or banking client management.
• Strong written and verbal communication skills.
• Familiarity with bank products and CDD/KYC processes.
• Experience in client onboarding and compliance.
• Ability to analyze data and compile sales leads.

Responsibilities

• Identify and support client needs and capabilities in partnership with relationship management and sales support teams
• Support client management teams with sales, referrals, Know Your Customer onboarding, and client retention
• Manage operational and risk components of client relationships, including due diligence processes and account opening
• Ensure accurate and timely customer compliance with policies and regulations
• Interact with clients and client teams to identify opportunities supporting client delight, retention, fraud prevention, and revenue growth
• Ensure client data integrity, including accuracy, completeness, and timeliness of onboarding, KYC, and operational risk/compliance data
• Serve as point of contact for account openings/closings and escalated Contact Center issues
• Connect clients with client team business partners and support teams to navigate service-related issues
• Support Customer Due Diligence processes and AML, money services business, high-risk indicator or industry, and KYC requirements
• Conduct research and analysis to compile sales leads and provide data to client teams and partners

Skills

Microsoft Office Suite

Written Communication

KYC onboarding

Client management

Data analysis

Fraud prevention

Sales lead generation

Education

High School Diploma

GED

Secondary School Equivalent

Job description

Jobtailor in Lake Oswego, Oregon is seeking a Client Relationship Manager to partner with relationship management and sales support teams. You will support onboarding, client referrals, and retention while ensuring compliance and data integrity across onboarding and KYC processes.

The role emphasizes due diligence, AML compliance, and effective communication with client teams to drive revenue growth and client satisfaction.