3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Client Data Manager I within the Operations team, your primary responsibility will be to review and enhance data collection and verification processes to ensure the accuracy and completeness of KYC records before they are reviewed by the client-facing team. Your role will require advanced organizational skills to manage multiple tasks efficiently and proficiency in digital and tech literacy to leverage software applications and digital platforms for process improvement and enhancing client experience. Key Responsibilities: - Perform day-to-day management of a team, including coaching and providing ongoing performance feedback. - Track the performance of individual team members to evaluate performance, learning, and capability. - Address any service issues escalated by internal or external customers effectively. - Act independently and make well-grounded decisions based on data, insight, and experience. - Create an effective and efficient team through continuous communication, timely feedback, and appropriate supervisory practices. - Organize workflow and distribute work appropriately. - Support all aspects of client onboarding, including fulfilling AML and KYC requirements. Qualifications Required: - Demonstrated ability to develop, manage, coach, and motivate teams. - Flexibility and adaptability to manage interim projects and processes based on business requirements. - Knowledge of banking products. - Proven leadership in process and organizational change. - Ability to identify, analyze, plan, prioritize, and solve problems effectively. - Strong communication and presentation skills. Additional Company Details (if available): N/A,

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Financial Services

New York

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