Lead sales and client relationship manager
the ideal candidate will oversee a team to ensure accurate execution of sales and client requests.
they will be responsible for participating in initiatives to improve client and account management processes, maintaining mis systems to track turnaround times, and assisting in client onboarding.
closer collaboration with the account control team will ensure regulatory reviews are performed, and partnership with credit risk officers will complete client review materials.
a satisfying experience for clients is ensured through timely completion of service requests and effective risk management.
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main responsibilities:
* monitor and ensure accurate execution of sales and client requests by the team.
* participate in efforts to enhance client and account management procedures.
* maintain mis systems to track end-to-end process for tracking turnaround times of deliverables from the team.
* assist in client onboarding and monitor the smooth process for account opening, documentation, and verification.
* collaborate with the account control team to ensure regulatory reviews of all clients are conducted.
* partner with credit risk officers to ensure all client review materials are in place and completed.
* ensure a satisfying experience for clients through sincere, timely, and effective completion of their service requests.