Client Management Officer

  • Negotiable
  • Full Time
  • Dublin
  • Posted 9 months ago

Title: Client Management Officer

Responsibilities of the role:

  • Manage the onboarding process of new clients to ensure the process is timely, secure and effective
  • Undertake KYC activities for the on-boarding of new clients
  • Data collection, screening and storage on the new client information
  • Assist in creating new procedures and document existing processes into SOPs
  • Collect, check and review new debtors’ information to support the approval process      
  • Build effective communication channels with debtors                  
  • Review transaction documents and liaise with clients and debtors
  • Provide training to clients on using transaction Portal
  • Ensure all invoices are paid on time, all parties are kept fully informed
  • Ensuring queries and emails are responded to in a timely and accurate manner
  • Ensure that policies and procedures are adhered to on a daily basis and maintain audit log.
  • Liaise with Management and Sales to resolve any queries and issues to achieve high customer satisfaction.

Skills & Abilities

  • Preferred experience in a financial services, trade finance or payment processing environment
  • Demonstrated basic numeracy
  • Ability to prioritize and work with deadlines.
  • Demonstrated ability to work with a number of customized and standard software packages
  • Demonstrated ability to foster collaborative and effective working relationships that promote cooperative goal achievement, and contribute to an atmosphere of trust and mutual respect
  • Demonstrated ability to anticipate, analyze and resolve problems in a collaborative and/or independent manner, and recommend innovative solutions
  • Demonstrate an acute attention to detail; Highly structured and loyal.
  • Excellent organizational, communication skills and an ability to multi-task
  • Ability to identify, recommend and implement process improvements.

For more inofrmation regarding this role contatc Patrick on 01 474 4511

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Patrick Leamy

Patrick Leamy

  • Recruitment Consultant
  • 01 4744511