Manila, NCR, Philippines
Client Account Services Manager (US Shift)
Job Description:
This role is in the Accounting/Auditing disciplines within Financial Services Industry.
JOB DESCRIPTION:
- The Client Account Services (CAS) team plays a key part in the client onboarding process for nearly every client business line but is primarily focused on non-RDS services (Repository & Derivatives Services).
- The role involves leading all aspects of a team that works with clients on collecting necessary onboarding documentation, conducts AML (Anti-Money Laundering) and KYC (Know Your Customer) checks and performs account activations, and handles any lifecycle changes to the client accounts within the client internal systems.
RESPONSIBILITIES:
- Translates organizational goals into specific objectives for the function. Provides input to functional strategy and leads the strategic direction. Determines, evaluates, and modifies goals as needed to meet the strategic needs
- Creates and maintains Team Book of Work and foresees resource demand needs. Leads new initiatives and ensures teams operational readiness to support new requirements and product offerings
MUST HAVE:
- 15 years experience in Financial Services
- US Shift Timing: 9am to 6pm EST
- Strong Leadership/People Manager roles; preferably in a multinational environment
- Excellent communication skills
- Experience in Operations/Client Service environment
Required Skills:
KYC Readiness Financial Services Onboarding Checks Demand Auditing Strategy Accounting Documentation Leadership Business Communication