Prime Brokerage Account Management & Client On-boarding

Responsibilities

• Responsible for client onboarding (AML, KYC, EDD, etc.), maintenance and exiting etc. whole life cycle management.
• Assist Head of Sales in new sales proposals and contract renewals
• Contact customers via email or phone to answer queries or retrieve information about their account
• Update internal databases (CRM) with account details
• Create reports on client account status and drive sales & marketing campaigns

Requirements

• Work experience as an Account Officer, Account Coordinator or similar role
• Experience in customer service roles is a plus
• Familiarity with Client Relationship Systems (CRM)
• Good verbal and written communication skills