CA CIB Americas


Client services team manager

15 August United States, NEW YORK Perm

Key Responsibilities
Within Americas Agency & Middle Office and Client Services, as a Team Manager, your role will be to set up the team and define the modus operandi, to ensure the optimal functioning of the KYC Corporate activity (i.e.
onboarding and periodic review) interacting on a daily basis with Americas business lines such as Coverage, DOD, ITB and SFI and to lead and supervise the team as well as to contribute to the development of the service.

Reporting Line: SFI – Head of Americas Agency and Middle Office and Client Services

More specifically, your main missions will be the following:

Activity management

Know and implement the priorities defined by the Filière Tiers (GCO/CLD)

Define operational priorities, set objectives and deadlines for the team and organize the work accordingly

Assist WRMs in their mission of creation, modification and periodic review of the KYCs under their responsibility
Ensure, by delegation from the WRMs, the collection of the necessary information from clients, and ensure the completeness (in terms of content and form) of the KYC Corporate files in liaison with the GRM teams
Ensure the proper completion of tasks (quality and deadline) and the achievement of objectives via KPIs
Support the WRMs in executing remediation of third party compliance data

Provide support and technical expertise to the team

Ensure the continuity of services by anticipating the necessary resources

Ensure the adequacy between the volume of tasks to be accomplished and the resources allocated

Reporting to his hierarchy, reporting alerts / blocking points

Communicate on changes in processes / procedures and ensure proper application

Be the escalation point with clients and globally monitor client relations

Act as a key stakeholder in the KYC data governance

Team Management

Participate in the selection process of new recruits in charge of assisting the WRMs
Establish positive and constructive relationships with team members and other departments

Encourage team spirit, motivate employees and support them in the event of difficulty

Train employees and develop their skills

Define the objectives of each employee and evaluate their results

Involve the team in reflections and decisions
Provide reporting to Client Services Head Office in Paris
Participate to Client Services monthly meetings with Paris, Hong-Kong, Tokyo and London