Job Description
Special Client Situations Desk Client Account Manager
As a Special Client Situations Desk (SCSD) Client Account Manager, you will be responsible for the accounts transferred to you for exit purposes. This includes following up with clients on top‑up/closure instructions, such as execution of securities and forex transactions to facilitate account closure.
Key Responsibilities- Act as the primary or secondary point of contact for the clients; manage daily administration, client servicing, and attend to compliance requirements.
- Serve as the liaison between various operational sub‑teams to ensure smooth account closure.
- Ensure strict compliance with all internal policies, external regulations, and legal guidelines.
- Minimize operational errors and promptly document any issues that arise.
- Ideally 3 years of experience dealing with Wealth Management clients or platforms.
- Unive...