Client Operations

3 weeks ago

India CIEL HR Full time

Client Operations Leader Bruc Bond is a global financial services firm operating from Asia-Pacific Europe and the Middle-East Our mission is to simplify corporate banking We connect entity clients to a diverse network of partner banks and financial institutions and manage their relationship seamlessly for the long term We facilitate the opening of bank accounts and enable their ongoing management via an extensive network of partner banks a top-class open banking platform and the highest quality of customer service We are looking for ambitious business-minded finance oriented and enterprising Client Operations Leader to join an international team of experts in banking compliance and corporate account management to help support our growing operations Job description and responsibilities Lead and own client onboarding process from gathering record-keeping of documents to system on-boarding to commence services Develop improve and oversee clients transaction processing in compliance with the Companys standards and procedures Maintain monitor running client management profile listing to manage on-going relationships Prepare review and ensure claims on partners for revenues due on a timely manner Timely payments as per compensation agreement with prospecting re-sellers Set lead reviews for on-boarding progress to plan and Ongoing reporting to management using existing procedures Daily communication with clients through various channels Lead execute Clients periodic relationship reviews to procedures delivering a well-tracked on- boarding and maintenance process through coordination across stake-holders Maintenance of client communications records and reporting to managerial stakeholders Extensive collaboration with internal stakeholders across several departments Business Development external Re-Sellers Legal Finance etc Ensuring excellent customer experience to fulfill our mission of Private Banking experience to Corporate Clients Contribute to enhancements process improvements for improving effectiveness Requirements Good English proficiency written and verbal Excellent and organizational communication skills Ability to work independently maximizing learning from colleagues High level of accuracy and attention to detail Strong client relationship management skills Proficiency in MS Office and other editing tools with ease of adaptation to other emerging digital technologies 2-4 years of experience with a regulated financial institution prior client-facing role an advantage Originality and entrepreneurial thinking - proactive in suggesting solutions to challenges The Role offers Opportunity for professional and personal development Opportunity to work in globally diverse work environment and markets Location Gandhi Nagar Ahmedabad India Position type Full-time Start date Immediate ideally Local and international trips may be required

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