
Analyst, Client Management
3 weeks ago
The role is responsible for:
- Perform end-to-end orchestration across all processes and services managed by Client Management
- Engage clients throughout process, ensuring seamless delivery and client experience
- Own and drive execution of processes, working closely with stakeholders and the value chain to deliver excellent client service, getting clients to the point of ready-to-transact as quickly as possible, across both simple and complex cases
- Ensure alignment between CCIB business and Client Management with regular engagement regarding business priorities, issues, and address any gaps
- Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes
- Act as a service partner, work together with RMs, Product Sales, Operations and other key internal stakeholders to solve client issues and identify opportunities to improve overall service for the clients
- Ensure uniform approach towards the implementation of Client Management model in the country with a focus on service differentiation based on client tiering and value. Ensure that the model is scalable, best-in-class, client-focused and fit for purpose of client delight
- Deliver excellent service against agreed service standards, delivery standards, and minimal error rates as appropriate
- Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes
- Adherence to changes in line with the Client Management destination model and DOIs
- Ensure alignment between CCIB business and Client Management with regular engagement regarding business priorities, issues, and address any gaps
- Provide quality support and advice to Relationship Managers (RM's) within all lending units on all documentation related matters, including the origination of documentation for customers where required
- Deliver excellent service and advice to our CCIB and BB clients in all interactions for their channel activation pre-transactional enquiries/setup, trainings and other channel related issues
- Perform end-to-end orchestration across all processes and services managed by Client Management
- Engage clients throughout process, ensuring seamless delivery and client experience
- Proactively manage the relationship health and day to day maintenance activities of the client accounts and deliver the highest quality client service
- Own and drive execution of processes, working closely with stakeholders and the value chain to deliver excellent client service, getting clients to the point of ready-to-transact as quickly as possible, across both simple and complex cases
- Adhere to first-time-right principles
- Provide insights and suggestions to improving processes, identifying opportunities to streamline and automate. Look at ways to promote standard work and best practices
- Undertake ad-hoc duties as delegated by Line Manager and Country Client Management Head
- Perform all relevant onboarding processes
- Creation of CDD for New Clients & Review of CDD for Existing Clients and perform regulatory onboarding (e.g. FATCA, CRS) activities
- Drive network onboarding processes
- Conduct checks on CDD as applicable
- Respond and clear queries from Checkers / Other Specialists / Business CRM on a timely manner
- Work in partnership with all relevant stakeholders effectively within the end-to-end CDD process
- Where serving as a checker, perform checks on CDD output from Client Management Makers, ensuring they adhere to policies and standard work
- Escalate or enforce compliance requirements, and follow any other relevant internal controls and procedures as they relate to process, products, policies and regulations
- Perform relevant account opening activities, working closely with the relevant onshore and Hub teams to deliver fast set-up of all relevant systems
- Deliver excellent service and advice to our CCIB and BB clients in all interactions for their Straight2Bank channel activation pre-transactional enquiries/setup, training, and other channel related issues
- Accept and arrange processing of various channels (Straight2Bank) and related products and services setup requests for CCIB and BB clients; including internal setups e.g. for Client Access, Transaction Banking (TB) implementation testing setups, various internal operations unit's setups relevant to channels activation
- Conduct checks on activities, documentation, and output (by other specialists or makers) within the account opening and channels activation processes as applicable
- Escalate or enforce compliance requirements, and follow any other relevant internal controls and procedures as they relate to process, products, policies and regulation
- Perform relevant static data maintenance and offboarding activities including raising of SDM and offboarding requests in the system
- Provide effective orientation/guidance to new joiners on the bank's policies/procedures/processes to ensure their successful assimilation into the team and the bank
- Develop and implement a personal learning plan with team manager, to attain necessary competencies
- Successfully complete milestones as laid out in implemented personal learning plan
- Support the RM in reviewing client account activity reviews, ensuring transactional activities are aligned to the expected levels of activity for the client given their business profile
- Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role remit
- Comply with applicable Money Laundering Prevention Procedures and report any suspicious activity to the operational risk team and Line Manager
- Ensure a clear and uniform approach towards implementation of the global operating model for all Client Management related processes, and adherence to DOIs
- Report any deviation (if any) to appropriate authorities and obtain proper dispensations
- Proactively manage risks and establish/monitor controls to improve the overall state of the risk management and operating framework
- Ensure strong due diligence on document safekeeping and data confidentiality
- Ensure correctness of documentation prior to any dispensation from the Bank
- Ensure compliance with the internal policies and credit policies, external policies, regulatory and statutory requirements
- Undertake periodic self-assessment on key controls to assess the proper functioning and adequacy of existing controls
- Highlight significant issues/errors to team lead
- Display exemplary conduct and live by the Group's Values and Code of Conduct
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct
- Support the Client Management Team to achieve the outcomes set out in the Bank's Conduct Principles: Financial Crime Compliance; The Right Environment
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters
- In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
We\'re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we\'ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you\'re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can\'t wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you\'ll see how we value difference and advocate inclusion.
Together we:
- Do the right thingand are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle,continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together,we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
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