ROLE DESCRIPTION:

First point of contact for clients submitting Trade implementation requests via email channel for high revenue clients. Handles end-to-end processing for complex implementation while engaging other business partners as needed. Work with internal business partners to ensure the successful implementation of services.
Responsible for acting as the primary interface with the client to establish all connectivity between organizations. Organizes all internal and external project related activities to ensure a timely and smooth client implementation process related to trade finance products, services, and technology solutions. Experienced senior professional and mid-level contributor able to work with senior leaders and high-pressure environment.

RESPONSIBILITIES:

• Manage dedicated email inbox, prioritize, client requests, case and implement eligible item
• Create a case/package for tracking, monitoring and E2E resolution as applicable
• Receive and respond to implementation requests received by email and questions from internal partners
• Conduct limited research and respond to client and be able answer questions and inquiries
• Utilize the various bank systems to support clients’ requests
• Managing the end-to-end onboarding of clients to the Trade platform so that these clients are eligible for standard Trade products and Supply Chain Finance programs
• Overseeing all elements of relevant KYC and Legal documentation required to facilitate client onboarding.