The Agency is currently recruiting for a Client Relations Manager on behalf of a client.

As a Client Relations Manager, you will play a pivotal role in ensuring the success of our clients team, focusing on client onboarding and business development. You will also have the opportunity to make a significant impact by delivering top-quality service and fostering strong client relationships. The successful candidate will report directly to the Director, Client Services.

Professional Growth: This role offers ample opportunities for professional development and advancement. You’ll have the chance to enhance your skills in client management, business development, and team leadership, preparing you for future leadership roles within the organization.

Collaborative Environment: Join a team of dedicated professionals who are passionate about delivering exceptional service and driving positive change in the financial industry. Collaborate with cross-functional teams to provide integrated solutions and achieve collective goals.

Supportive Leadership: Benefit from supportive leadership and mentorship from the Director of Client Services. Receive guidance and feedback to help you excel in your role and reach your full potential.

Responsibilities:

• Lead the client onboarding process, ensuring seamless and efficient service delivery.
• Manage the performance of the client services team, providing coaching and feedback for continuous improvement.
• Collaborate closely with other departments to ensure a cohesive and integrated experience for      clients.
• Proactively identify opportunities for innovation and process improvement to meet client requirements.
• Uphold a high standard of risk awareness and compliance orientation in all client interactions.

Requirements:

• A Bachelor’s Degree in Business, Finance, or equivalent is required.
• Professional certification such as CAMS or equivalent.
• Preferably posses a professional designation such as CPA, CFA or TEP.
• A minimum of 10 years of experience in the financial industry, with 5 years in banking is advantageous.
• Strong knowledge of Basel II and Basel III standards.
• A proactive mindset with a willingness to suggest new ideas and drive innovation.

  

Applying for this role offers a chance to make a meaningful impact, grow professionally, collaborate with like-minded individuals, and contribute to an innovative and mission-driven organization. If you’re ready to take your career to the next level and be part of something bigger, we encourage you to apply.

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email patrick@theagency.ky