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    Client Partner - Sydney, Australia - Snaphunt

    Snaphunt
    Snaphunt Sydney, Australia

    5 days ago

    Default job background
    Full time
    Description

    The Offer

    • Opportunity to make a positive impact
    • Leadership Role
    • A role that offers a breadth of learning opportunities

    The Job

    You will be responsible for :

    • Providing advice on KYC requirements and assisting clients and account managers through the account opening process.
    • Reviewing client documentation to ensure compliance with internal policies and regulatory requirements.
    • Following up with clients on required documentation and escalating to the appropriate Account Managers where necessary.
    • Identifying discrepancies and escalating higher risk matters to the Compliance team.

    The Profile

    • You have at least 9 years experience within a Client Onboarding or B2B Sales / Account Executive role, ideally within the Brokerage / Treasury / Securities Exchange, Corporate Banking and the Financial Services Industry industry.
    • You have working knowledge of Client Management, Service Delivery, governance', insurance, SOW and MSA
    • You are a strong team player who can manage multiple stakeholders
    • You possess strong analytical skills and are comfortable dealing with numerical data
    • You are highly goal driven and work well in fast paced environments

    The Employer

    Our client is looking for Client Partner.

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