Manager, Client Onboarding Unit Job at Ogier

Custody Client Onboarding Unit Lead

The Client Onboarding Manager provides full leadership and supervisory responsib...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account Maintenance and related Cash products preferred
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skills
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy
Supports the motivation of staff through constant interaction with the team
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Monitors customer satisfaction and service level and drives process changes

Fulltime

Assistant Vice President, Client Onboarding

We re currently looking for a high caliber professional to join our team as Assi...

Location

Bangladesh , Dhaka

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

12-15 years of experience in Account Opening, Client Onboarding and Product Implementation
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities

Job Responsibility

Review service quality, production systems, and client reporting within Onboarding Operations
Analyze complex and variable issues to resolve issues and ensure team deliverables meet performance and quality expectations
Manage performance, identify areas of development/training and make recommendations for pay increases, promotions, terminations, hiring, etc. of team
Contribute to planning, budget management and formulation of procedures
Processing of day to day transactions/deals as per local operating procedures
Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and practices outlined in best practices collateral
Closely interact and coordinate with Customer, Documentation issuance/review/processing, System setups and System integrations
Perform the dual roles of Maker and Checker independently with great attention to detail
Provide regular updates on key projects to internal/external stakeholders as per requirement
Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio

Fulltime

Sr Manager, Client Success

The Senior Manager, Client Success is accountable for leading a team of Client S...

Location

United States , Multiple locations

Salary:

126700.00 - 228400.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor's Degree Seven (7) years of related professional experience, or a combination of education and experience deemed equivalent. (Required)
Minimum 5+ years of relevant experience in customer success, account management, or client-facing lifecycle roles. (Required)
3-5 years of experience with direct people leadership experience, preferably overseeing customer-facing teams in a B2B environment (telecom, SaaS, or enterprise services ideal). (Required)
3-5 years of demonstrated success leading teams responsible for account retention, adoption, and customer value realization. (Required)
Experience driving operational rigor through customer health metrics, lifecycle playbooks, and retention strategies. (Preferred)
Background managing executive-level customer relationships and overseeing performance in highly visible or regulated verticals (e.g., public sector, enterprise tech, healthcare) (Preferred)
Strong coaching and sustainment experience
skilled in reinforcing process adherence, developing team capability, and managing through change (Preferred)
Effective at navigating matrixed organizations, aligning cross-functional stakeholders, and removing roadblocks that impact customer delivery. (Preferred)
Customer Lifecycle Strategy: Proven ability to lead teams executing customer lifecycle strategies across onboarding, adoption, and renewal. (Required)

Job Responsibility

Team Leadership & Capability Development- This leader is responsible for building and developing a high-performing team of Client Success Managers (CLSMs). They will set and reinforce performance expectations aligned to core Client Success KPIs such as retention rate, customer adoption, and value realization. A key portion of this responsibility—approximately half—is dedicated to sustainment and capability elevation. The Senior Manager reinforces adherence to the Client Success model through coaching, success planning reviews, field routines, and feedback loops. They will lead regular team development activities, manage skill progression, and help embed best practices into daily execution. This focus on sustainment ensures lasting enablement and continuous improvement, allowing the team to scale with consistency and impact.
Strategic Customer Engagement –The Senior Manager plays a hands-on role in deepening executive-level relationships with key customers. They serve as the senior point of contact on complex issues, engage directly with customer stakeholders to reinforce the T-Mobile value proposition, and ensure the voice of the customer is represented in internal discussions. By participating in or leading strategic business reviews and overseeing retention plans, the Senior Manager strengthens customer loyalty and ensures alignment with business outcomes that matter to our largest and most strategic accounts.
Lifecycle Oversight & Play Execution – This role owns the operational performance of the Client Success team across the full customer lifecycle—from onboarding through adoption and renewal. The Senior Manager ensures that CLSMs consistently execute prescribed lifecycle plays and maintain rigorous focus on customer health. They oversee the creation and progress of customer success plans, evaluate the effectiveness of proactive interventions, and refine workflows to drive impact at scale. Their oversight ensures that success efforts are targeted, standardized, and measurable.
Cross-Functional Orchestration –The Senior Manager is accountable for enabling seamless collaboration between CLSMs and internal functions such as Sales, Implementation, Engineering, and Support. They proactively identify and remove roadblocks to execution, escalate cross-functional gaps, and ensure roles are clearly defined across lifecycle handoffs. By championing internal alignment and clarity, they ensure that customers receive a unified, coordinated experience from the broader account team and that internal dependencies do not hinder customer progress.
Data-Driven Performance Management –This role uses customer data and performance analytics to manage team effectiveness and to drive proactive interventions. The Senior Manager leverages tools such as the Account Health Dashboard, usage trend reports, and account-level KPIs to identify risks and opportunities. They guide their team in using data to inform outreach strategies, assess adoption gaps, and prioritize retention plays. In addition, they own the communication of team performance metrics to leadership and identify areas for continuous improvement based on empirical insights.
Strategic Contribution & Special Projects – The Senior Manager also plays a key role in advancing strategic initiatives within the Client Success function. This includes contributing to roadmap pilots, implementing new processes or tools, and leading special projects tied to churn reduction, revenue acceleration, or lifecycle transformation. They act as a thought partner to leadership and a change agent within the organization, continuously surfacing opportunities to improve how the team delivers customer outcomes at scale.

What we offer

competitive base salary and compensation package
annual stock grant
employee stock purchase plan
401(k)
access to free, year-round money coaches
medical, dental and vision insurance
flexible spending account
paid time off and up to 12 paid holidays
paid parental and family leave
family building benefits

Fulltime

Client Manager, Global Network Banking, Corporate Banking

Citi’s Banking franchise is organized around three lines of business: Investment...

Location

Hong Kong SAR , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience with priority given to candidates with Coverage experience
Cantonese and Mandarin speaker preferred
Proven and progressive related lending/credit experience or equivalent product experience
Demonstrated credit skills, including a background in credit
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferred
Comprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval process
Consistently demonstrate clear and concise written and verbal communication
Demonstrated planning, negotiation, organizational and analytical skills
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Cultivate and maintain strong relationships with clients and internal partners
Oversee and enhance the overall client experience, including VoC management
Monitor business activity to identify new origination opportunities and drive revenue
Manage client credit requests aligned with policies and capital considerations
Liaise with PAMs for credit appetite and facilitate local approvals
Support IRAU and other units during Credit Annual Reviews and risk management
Own and track product delivery and client experience across all offerings
Coordinate the entire client onboarding journey, ensuring mandatory requirements are met
Manage specific product requirements and oversee documentation/contract negotiation
Manage and accelerate client issue resolutions and senior escalations

Fulltime

Business Unit Manager

This role is specifically to perform Business Execution activities for the Count...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant experience in financial services
Demonstrated analytical skills with follow-up and problem solving capability
Superior attention to detail and accuracy
Experience working in global and complex settings with multiple stakeholders
Knowledge of Markets processes and technology, including Profit & Loss (P&L), accruals, client allocations, capitalization, recovery and fixed price contracts
Demonstrable team skills to coordinate processes and work as part of multiple teams across firm
Proven ability to work in a team of diverse skill sets and cultures
Proven ability to work in high-pressure, time-sensitive environments
Consistently demonstrate clear and concise written and verbal communication
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Drive administrative, operational, reporting and quality improvements through partnership with internal teams
Manage financial control by applying a comprehensive understanding of the department Profit & Loss (P&L), including appropriate accruals, client allocations, the impact of capitalization, recovery and fixed price contracts in order to improve operational efficiency and productivity
Responsible for all cross-product technology, regulatory and administrative duties in conjunction with the team, including financial, staffing, quality, risk and regulatory matters
Execute vendor management activities, including ensuring legal requirements are met and coordinating contract negotiation and processing
Provide oversight of the Business Critical Milestone Reporting process and other reporting processes to ensure quality, efficiency and accuracy
Prepare reports, briefings and executive level presentations on strategic initiatives, projects and priorities with the ability to develop documents using data from various areas to tell a story
Ensure headcount is accurate, real estate is inventoried and planned, and onboarding and termination of resources are managed
Work with Technology leadership to support the Business People strategy as well as the Communication strategy for the department
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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

Fulltime

Client Success Manager- Enterprise

The Client Success Manager at T-Mobile is a pivotal role focused on enhancing cu...

Location

United States , Multiple locations

Salary:

87100.00 - 157200.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor's Degree Business Administration, Management, or related field (Preferred)
Master's/Advanced Degree Business Administration, Management, or related field (Preferred)
4-7 years Managing customer relationships and account management in business segments such as Government, Strategic, or Enterprise (Required)
2-4 years Coordinating with multiple departments such as sales, engineering, support, and operations to meet contract commitments and resolve issues (Required)
2-4 years Collaborating with sales teams to identify upsell and cross-sell opportunities and develop strategies to increase account value (Preferred)
Client Relationship Management Strong skills in managing client relationships at an executive level, ensuring customer satisfaction and loyalty. (Required)
Cross Functional Relationships Ability to coordinate with multiple departments such as sales, engineering, support, and operations to meet customer needs and resolve issues. (Required)
Strategic Thinking Capability to develop strategic plans for customer account growth through upselling and cross-selling. (Required)
Problem Solving Proficient in identifying problems and coordinating resources to provide effective solutions. (Required)
Leadership Experience in leading teams and managing a distributed workforce to achieve business goals. (Required)

Job Responsibility

Customer Relationship Advocacy – Serve as the primary post-sales point of contact for assigned government and enterprise accounts, advocating for customer needs across internal teams and ensuring a positive end-to-end experience. Build and maintain executive-level relationships with client stakeholders to foster trust, understand business goals, and drive customer satisfaction and loyalty.
Onboarding Product Adoption – Oversee new customer onboarding and training to guarantee a smooth implementation from Day 0 onward. Educate customers on T-Mobile for Business products, services, and self-service tools (e.g. Account Hub) to accelerate product and solution adoption, ensuring clients realize full value from their investments. Develop customer success plans and conduct regular health checks.
Account Health Monitoring Reviews – Proactively monitor account performance and health indicators (usage trends, service quality, billing, NPS, etc.) to identify signs of risk or opportunity. Lead regular success reviews and QBRs, presenting key performance metrics and insights to client executives. Recommend action plans to address service gaps or evolving needs.
Issue Resolution Cross-Functional Coordination – Take ownership of customer issues and coordinate cross-functional resolution, engaging internal experts to troubleshoot and swiftly resolve problems. Act as the customer champion in internal discussions, documenting interactions and ensuring service levels are met. Drive timely resolutions to maintain operational continuity.
Retention Renewal Management – Develop and execute strategies to retain customers and secure renewals, mitigating churn. Analyze account health data to identify at-risk accounts or partial disconnect requests and address root causes proactively. Lead contract renewal processes, negotiate terms, and finalize agreements that maintain or grow revenue.
Account Growth Upsell – Drive account expansion by identifying and executing cross-sell and upsell opportunities based on customer needs and usage data. Prepare and present proposals for new solutions, partnering with Sales and Solutions Engineering on complex opportunities that align with customer goals.

What we offer

competitive base salary
compensation package
annual stock grant
employee stock purchase plan
401(k)
access to free, year-round money coaches
medical insurance
dental insurance
vision insurance
flexible spending account

Fulltime

Client Success Manager - Strategic

The Client Success Manager at T-Mobile is a pivotal role focused on enhancing cu...

Location

United States , Multiple locations

Salary:

87100.00 - 157200.00 USD / Year

T-Mobile

Expiration Date

Until further notice

Requirements

Bachelor's Degree Business Administration, Management, or related field (Preferred)
Master's/Advanced Degree Business Administration, Management, or related field (Preferred)
4-7 years Managing customer relationships and account management in business segments such as Government, Strategic, or Enterprise (Required)
2-4 years Coordinating with multiple departments such as sales, engineering, support, and operations to meet contract commitments and resolve issues (Required)
2-4 years Collaborating with sales teams to identify upsell and cross-sell opportunities and develop strategies to increase account value (Preferred)
Client Relationship Management Strong skills in managing client relationships at an executive level, ensuring customer satisfaction and loyalty (Required)
Cross Functional Relationships Ability to coordinate with multiple departments such as sales, engineering, support, and operations to meet customer needs and resolve issues (Required)
Strategic Thinking Capability to develop strategic plans for customer account growth through upselling and cross-selling (Required)
Problem Solving Proficient in identifying problems and coordinating resources to provide effective solutions (Required)
Leadership Experience in leading teams and managing a distributed workforce to achieve business goals (Required)

Job Responsibility

Customer Relationship Advocacy – Serve as the primary post-sales point of contact for assigned government and enterprise accounts, advocating for customer needs across internal teams and ensuring a positive end-to-end experience. Build and maintain executive-level relationships with client stakeholders to foster trust, understand business goals, and drive customer satisfaction and loyalty
Onboarding Product Adoption – Oversee new customer onboarding and training to guarantee a smooth implementation from Day 0 onward. Educate customers on T-Mobile for Business products, services, and self-service tools (e.g. Account Hub) to accelerate product and solution adoption, ensuring clients realize full value from their investments. Develop customer success plans and conduct regular health checks
Account Health Monitoring Reviews – Proactively monitor account performance and health indicators (usage trends, service quality, billing, NPS, etc.) to identify signs of risk or opportunity. Lead regular success reviews and QBRs, presenting key performance metrics and insights to client executives. Recommend action plans to address service gaps or evolving needs
Issue Resolution Cross-Functional Coordination – Take ownership of customer issues and coordinate cross-functional resolution, engaging internal experts to troubleshoot and swiftly resolve problems. Act as the customer champion in internal discussions, documenting interactions and ensuring service levels are met. Drive timely resolutions to maintain operational continuity
Retention Renewal Management – Develop and execute strategies to retain customers and secure renewals, mitigating churn. Analyze account health data to identify at-risk accounts or partial disconnect requests and address root causes proactively. Lead contract renewal processes, negotiate terms, and finalize agreements that maintain or grow revenue
Account Growth Upsell – Drive account expansion by identifying and executing cross-sell and upsell opportunities based on customer needs and usage data. Prepare and present proposals for new solutions, partnering with Sales and Solutions Engineering on complex opportunities that align with customer goals

What we offer

competitive base salary and compensation package
annual stock grant
employee stock purchase plan
401(k)
free, year-round money coaches
medical, dental and vision insurance
flexible spending account
paid time off
up to 12 paid holidays
paid parental and family leave

Fulltime

Client Services Manager

Our client is a successful boutique asset manager. They are hiring a French spea...

Location

France , Paris

Salary:

Not provided

Stephen Bell Associates

Expiration Date

Until further notice

Requirements

Fluent French and English
Proven experience in institutional or wholesale asset management client services
Good understanding of the European asset management industry
Interest in financial markets
Strong communication and relationship building skills
Ability to prioritise and meet multiple deadlines in an entrepreneurial environment

Job Responsibility

Act as the primary point of contact for institutional and wholesale clients in France and several other European markets
Support the completion of RFPs, RFIs, manager and operational DDQs and ad-hoc requests from prospective and existing clients
Attend client review meetings and send follow-up reports
Deliver client onboarding, including financial analysis and coordination with transfer agents
Handle clients enquiries regarding fund features, portfolio management and market data
Manage client queries and process their portfolio requests to agreed service levels
Undertake monthly reporting for existing clients
Work with sales, fund operations and finance to resolve client services issues
Produce distribution agreements, platforms registrations and KYC in collaboration with compliance
Undertake CRM monitoring and reporting

Fulltime

Select Country

Manager, Client Onboarding Unit

Job Description

Job Responsibility

Requirements

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