Client Life Cycle Management Specialist

2 weeks ago


Pune, Maharashtra, India eClerx Full time

Job Description:

We are seeking a skilled Client Life Cycle Management Specialist to join our team at eClerx Financial Markets. In this role, you will be responsible for understanding and managing the end-to-end Client Life Cycle Management process, ensuring adherence to regulatory requirements and Bank policies.

Responsibilities:

  • Perform independent activities and quality checks on client profile updates during the Lifecycle Management process, including Client Corporate Structure, Source-of-Wealth, Account Onboarding and Screening, Tax, FATCA, PEP, Sustainability Risk, Reputational Risk, and Client Risk Score.
  • Be the Subject Matter Expert (SME) in Focused Review processes, assisting with the implementation and delivery of continuous process/technology improvements.
  • Uphold the highest standards of control, ensuring data integrity and process controls while carrying out day-to-day work.
  • Stay up-to-date with the latest regulatory, policy, and procedural requirements, taking ownership of relevant procedural updates.
  • Report higher-risk matters or regulatory questions to the Client Life Cycle Management team.
  • Engage business partners in Back Office, Compliance, and Operations regularly to enable effective collaboration in day-to-day work.
  • Provide support for regulatory & audit-related reviews and training/walkthrough of client onboarding processes, as required.

Requirements:

  • Bachelor's Degree in B. Com /BBM or Master's Degree in M. Com/MBA/PGDM.
  • 2 to 4 years' experience in Client Life Cycle Management within the financial services industry, with experience in conducting due diligence.
  • Sound business acumen and a practical approach to meeting CDD/KYC requirements in a client-facing environment.
  • Ability to independently research, analyze, and recommend solutions to close open items and discrepancies with clients.
  • Outstanding analytical and investigative skills, combined with the ability to navigate through ambiguity in a fast-paced, multifaceted environment.
  • Strong knowledge of client structures typically used within the financial services industry.
  • Knowledge of and a drive to stay up-to-date with industry developments in CLM.
  • Strong verbal and written communication skills, with the ability to work as part of the client-facing team and build positive relationships with colleagues.

About eClerx:

eClerx provides critical business operations services to over fifty global Fortune 500 clients, including leading companies in the financial services, cable & telecom, retail, fashion, media & entertainment, manufacturing, travel & leisure, software, and high-tech sectors.

About eClerx Financial Markets:

eClerx Financial Markets offers consulting, technological innovation, and process management expertise to solve operational challenges for financial organizations worldwide, with a focus on the trade life cycle, change management, data analytics, compliance, cash securities operations, document digitization and generation, and outreach.



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