Job Summary The Account Services Manager (Onboarding) within the Institutional Business team is primarily responsible for engaging both internal and external stakeholders to ensure a swift and smooth onboarding experience for Institutional and VIP clients.
Responsibilities - Act as the primary onboarding liaison for institutional and VIP clients across both traditional and digital financial sectors, ensuring that all client inquiries and requests are addressed promptly and professionally.
- Collaborate with internal teams to ensure a smooth onboarding process, ensuring that client requirements are met and exceptional service is delivered.
- Work independently to identify gaps in the onboarding process. Identify and enhance the process for efficiency and deliver a smooth onboarding experience for clients.
- Manage and supervise internal systems for onboarding from pre‑onboarding to onboarding.
- Assist in the daily operations of the...