BUSINESS CLIENT ADVISORY SERVICES MANAGER, AMERICAS

360T Group

$75K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 0-3 years' experience in client services or related field
  • Bachelor's degree in finance or a relevant discipline
  • Experience in a financial institution's Client Services or Middle Office/Back Office
  • Analytical and problem-solving skills are essential
  • Strong communication abilities for technical explanations
  • Proficient in Microsoft Office, especially Excel
  • Spanish language skills are advantageous

Responsibilities

  • Deliver outstanding service to new and existing customers
  • Efficiently manage and resolve all incoming client requests
  • Facilitate smooth onboarding experiences for new clients
  • Cultivate and sustain relationships with key client contacts
  • Conduct interactive and remote training sessions for clients
  • Document, analyze, and enhance current workflows and processes
  • Oversee various project stages, including product and process implementation
  • Engage in quality assurance testing of products and platform features

Benefits

  • Structured career pathway
  • Comprehensive benefits package with 401(K) matching
  • Generous paid time off policy
  • Training opportunities through 360T Academy
  • Diverse and skilled multinational team environment
  • Modern office located in Manhattan with growth potential
  • Regular performance evaluations
Full Job Description
Your Role

You will be part of the Business Client Advisory Services Americas Team, reporting directly to our Head of Business Client Advisory Services, Americas. As a Business Client Services Manager, you will be working in a global team, providing excellent client services to our 360T clients. You will be part of a fast moving and growing organization, facing a wide variety of tasks. 360T is a place where pro-activity, ownership and accountability are key.

Your Responsibilities

  • Provide excellent service for new and existing customers
  • Smoothly manage, solve, and complete all incoming requests from clients
  • Ensure a seamless onboarding for new clients onto our platform
  • Build and maintain relationships with key client contacts
  • Conduct client platform trainings (interactive and remote)
  • Maintain, document, analyze and improve existing workflows and processes
  • Oversee various project stages (product development, process implementation, regulatory/compliance, complex client setups)
  • Participation in quality assurance by testing our full range of products and various new features on our platform
  • Close interaction and cooperation with internal teams (e.g., Sales, Legal, IT, etc.)


Your Profile

  • 0-3 years' experience
  • Bachelor's degree in finance or a related field
  • Working experience in Client Services / Middle Office / Back Office of a Financial Institution or other FX- or Treasury company
  • Excellent analytical and problem-solving skills
  • High level of insight and accuracy, as well as good organizational and communication skills
  • Ability to explain technical terms and information about products to a variety of audiences, namely clients and internal teams
  • Spanish is a plus
  • Proficient in MS Office, particularly Excel
  • Willing to complete the workday at 6 PM


Our Offer

  • Clear career concept
  • Robust benefit package, including 401(K) employer match
  • Paid time off
  • 360T Academy
  • A highly motivated and skilled multinational team
  • A central and modern workplace with high development potential in Manhattan
  • Performance appraisals on a regular base
  • The base salary range for this position is 75,000 - 100,000 USD. The final base salary for this role will be based on the individual's geographical location, experience, and qualifications
The position is based in New York City and available immediately.

How to Apply

If your background and qualifications meet these specifications, please forward your application/resume including your salary expectation and earliest starting date by clicking the "Apply" button.

Contact

People Team Americas

Send email
521 Fifth Avenue
38th Floor
New York, NY 10175

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