Treasury - Implementation Advisor
Corporate Title: Officer
Location: Dublin
Duration: 6 months initially
Role Description:
The EMEA Dedicated Large Corporate Fulfilment Team is looking for an Implementation Advisor to join our team. The team consists of Implementation Advisors who project manage client implementations end to end, across all cash management product solutions. We work closely with our Sales & Product partners, and our role is critical to the success of our growing Treasury business. We are the prime coordinators for large revenue cash management/treasury deals, delivering with the highest level of professionalism and an exemplary client experience.
Responsibilities:
1. Manage complex client implementations end-to-end across all cash management solutions.
2. Work with clients to agree on delivery times, communicate throughout the project, and resolve all issues.
3. Provide a professional and tailored approach to meet the needs of all clients.
4. Manage conference calls with clients and internal stakeholders.
5. Coordinate all elements of relevant KYC and Legal documentation required to facilitate client onboarding.
6. Keep stakeholders updated on the progress of the onboarding and highlight any related issues or delays.
7. Connect with internal teams to manage onboarding and ensure that strict timelines are met for clients.
8. Complete relevant product & service setups within systems, logging all relevant documentation/emails within a central repository to demonstrate an audit trail.
What we are looking for:
1. A broad understanding of cash and treasury management products.
2. Prior experience in managing complex projects with multiple deliverables.
3. The ability to interact with stakeholders internally and externally at all levels within an organization.
4. Excellent oral and written communication skills with the ability to deliver compelling messaging.
5. Excellent time management, planning, and organization skills.
Skills that will help:
1. Project management qualifications (i.e., PRINCE2, PMP) would be a plus.
2. Prior experience gained within financial services or investment banking, with exposure to onboarding/KYC of new clients and products would be a plus.
3. Experience within Cash Management or an equivalent field would be a plus.
Skills:
Treasury, cash, swift, clients
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