Role: Client Executive

Location: Dublin

Responsibilities

• Interface with a portfolio of Clients to develop an understanding of their operating procedures, organization structures and needs
• Be the client advocate and ensure client satisfaction:
• Develop and maintain industry knowledge
• Track all deals pending Implementation with Client Delivery and Operations partners
• Work in partnership with Global / Regional Solution Sales Specialist in the preparation and delivery, where applicable of Relationship Reviews
• Review, screen and co-ordinate timely responses to all clients related enquiries either personally or through redirecting to CEM, Service, ops or appropriate Product Specialists
• Build effective network working closely with overseas branches to be client advocate
• Co-ordinate and oversee the updating of customer account and/or product structures
• Ensure requirements met for new business opportunities and work in partnership with Operations and Implementations to ensure deals implemented and support provided to the client where necessary to drive revenue realization
• Assist with client communication of product migrations, regulatory changes and market updates for portfolio
• Coordinate and work closely with Sales Specialists for client Relationship Reviews and call briefing memos
• Responsible for monthly revenue analysis ensuring MIS systems accurately reflects account profitability
• Prepare summaries and forecasts communicating findings.
• Provide support where necessary for the coordination of RFP
• Ensure AML enquiries handled promptly and thoughtfully ensuring adherence to company policies.
• Drive the Service Quality Process at the client level
• Provide client feedback on product, process and service needs.
• Take ownership, lead and track specific customer issues/problems including pricing and billing issues and work with the customer and internal departments until issues are resolved.
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  
  

Skills And Experience Required

• Minimum of 3 years industry experience
• Client Management experience
• Cash relationship management- payment intermediary and insurance
• Payment Intermediary experience preferably within the banking sector
• Knowledge of TTS products such as target balancing, liquidity, virtual accounts
  
  

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.