Датафинн

Client manager

Не указана
  • Москва
  • Полная занятость
  • Полный день
  • От 3 до 6 лет
  • KYC
  • AML
  • CRM
  • Preparing Presentations
  • Client management
  • Английский — B1 — Средний

Russian native speaker, readiness to work at office in Dubai


Responsibilities:


  • Comprehensive client support at all interaction stages: from onboarding to active service.
  • Coordinating the KYC/AML processes, ensuring timely and accurate documentation collection.
  • Preparing client cases ("pre-packaging") for internal teams (compliance, onboarding).
  • Effective communication between clients and internal departments (sales, operations, compliance).
  • Maintaining and regularly updating client data in the CRM system: statuses, interactions, planned activities.
  • Building and maintaining trusting relationships with clients, proactive support, and regular interaction.
  • Analyzing the client base to identify opportunities for upselling and cross-selling based on segmentation and behavioral analysis.
  • Prompt resolution of client issues and inquiries.
  • Supporting business development teams: meeting preparation, product adaptation to client needs, and further support.
  • Preparing client presentations and product descriptions upon request.
  • Monitoring compliance with client processes and internal SLAs.
  • Participating in the collection and analysis of feedback to improve client experience, interacting with product and operational teams.
  • Ensuring accuracy and cleanliness of CRM data, participating in regular audits.
  • Making suggestions to optimize service processes and internal tools.


Candidate requirements:


  • Experience in client service or client management.
  • Knowledge of KYC/AML processes.
  • Excellent communication and negotiation skills.
  • High-level proficiency with CRM systems.
  • Ability to work in a team and coordinate the work of different departments.
  • Analytical skills and the ability to identify client needs.
  • Proactive and client-oriented approach.


Working conditions:


  • Competitive salary and performance-based bonuses.
  • Opportunities for professional development and career growth.
  • Modern office and friendly team.
  • Official employment and social benefits package.