Associate, Client Manager-FI, Client Management

Overview

Job Summary: As part of client management within a financial institution, you are responsible for overseeing client accounts throughout their journeys to ensure exceptional service and strong relationship health. You will facilitate alignment between Corporate & Investment Banking business and client management through regular engagement on business priorities and issues, addressing any gaps. Additionally, you will lead and execute processes in close collaboration with stakeholders and the value chain to deliver outstanding client service.

Responsibilities

• Collaborate with Relationship Managers, Product Sales, Operations, and key stakeholders to resolve client issues and improve service.
• Ensure consistent implementation of the Client Management model focused on service differentiation by client tier.
• Deliver excellent service per agreed standards with minimal errors.
• Drive continuous process improvements to enhance...