Client Onboarding Associate
1 day ago
If you're ready to make a meaningful impact and grow your career in a dynamic, collaborative environment, we invite you to join our team and help shape the future of Treasury Services.
As a Client Onboarding Associate within the Treasury Services Team, you are responsible for implementing all new Treasury Services cash management business within agreed timeframes, using a tried and tested methodology to ramp up revenue. You will provide accurate and timely implementation statuses and escalate issues that put the target date at risk. You will partner closely with the In-Country Implementations Team, Operations, and other internal partners to ensure a successful project delivery and client experience. You will manage multiple deals/projects concurrently that may have competing priorities, resources, and timelines. You will develop subject matter expertise and leverage gained skills and experience to share with colleagues. You must work independently with minimal supervision, as well as contribute to the larger project deal team.
Job Responsibilities:
- Implement Cash Management solutions between established EMEA booking locations, of varying size and complexity
- Provide assistance to the Sales Team in scoping target solution.
- Develop project plans as agreed for each deal incorporating the methodology used within the Project Management Team. Provide guidance to the client with respect to the tasks and their role within the plan.
- Work with internal and external parties to deliver the solution within specific time frames.
- Drive regular client meetings/calls to review the project against the plan.
- Update internal tracking reports on a weekly/monthly basis.
- Provide support to team colleagues as required.
- Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes and technologies. Either through own initiative, or through teams, be a pro-active member of the department, working to reduce implementation cycle time.
Required qualifications, skills and capabilities
- Graduate of any Business course.
- At least 5 years of customer service experience.
- Excellent attention to detail.
- Strong verbal, written, and interpersonal communication skills.
- Ability to adapt to changing environments and work schedules.
- Strong organizational, decision-making, and negotiating skills.
- Proficient in MS Office tools (Outlook, Excel, Word) and other desktop/internet applications.
- Ability to work independently, multitask, and collaborate effectively in a team environment.
Preferred qualifications, skills and capabilities
- Project management experience, would be beneficial
- Operations or implementations experience preferred.
- Knowledge or experience in Cash Management and Treasury Services preferred.
- Strong client contact experience preferred.
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