Treasury - Cash Management Implementation Advisor
This role is within the EMEA Dedicated Large Corporate Fulfilment Team and involves managing complex client implementations end-to-end across all cash management solutions.
You will work closely with Sales & Product partners to deliver high-level professionalism and an exemplary client experience in large revenue cash management/treasury deals.
Responsibilities:
* Manage client implementations from start to finish.
* Communicate with clients to agree on delivery times, resolve issues, and provide a tailored approach to meet their needs.
* Coordinate conference calls with clients and internal stakeholders.
* Oversee relevant KYC and Legal documentation required for client onboarding.
* Keep stakeholders updated on project progress and highlight any related issues or delays.
* Connect with internal teams to manage onboarding and ensure strict timelines are met.
* Complete product and service setups within systems, logging all relevant documentation.
Requirements:
* Broad understanding of cash and treasury management products.
* Prior experience in managing complex projects with multiple deliverables.
* Ability to interact with stakeholders at all levels within an organisation.
* Excellent oral and written communication skills.
* Strong time management, planning, and organisation skills.
Desirable Skills:
* Project management qualifications (e.g. PRINCE2, PMP).
* Prior experience in financial services or investment banking, with exposure to onboarding/KYC of new clients and products.
* Experience in Cash Management or an equivalent field.