Logo of Huzzle

Home

Matches

Explore

Manage

Client Success Executive

image

AML RightSource

Oct 10, 2024

  • Job
    Full-time
    Mid Level
  • Customer Relations
    Business, Operations & Strategy
  • Mississauga
  • Quick Apply

AI generated summary

  • You must have a bachelor's degree, strong communication skills, project management abilities, analytical skills, and proficiency in Microsoft Office; experience with online databases is a plus.
  • You will manage client accounts, address queries, ensure timely report delivery, oversee batch orders, support team efforts, verify invoices, and contribute to process improvements.

Requirements

  • Bachelor's degree required
  • Possess excellent command of spoken and written English; proficiency in other languages is advantageous
  • Be able to build relationships across the business both internally and externally
  • Excellent communication skills that demonstrates a high degree of professionalism via email, phone calls and video conferencing
  • Proactive organization of projects and due diligence case load.
  • Possess a professional approach to delivering quality client service
  • Be a quick learner who can spot new opportunities with demonstrated initiative, diligence, and attention to detail
  • Possess strong analytical, internet research and presentation skills
  • Be organized and able to work effectively and efficiently under tight deadlines and manage projects independently whilst working as part of a wide and varied team
  • Possess excellent interpersonal communication skills
  • Detailed understanding and working knowledge of Microsoft Office
  • Experience with online databases (i.e., internet, media, academic databases) is advantageous

Responsibilities

  • Serve as the primary contact major client accounts, or a key touch point for client queries, emails, etc.
  • Identify any potential inefficiencies, issues and/or queries that need to be raised with clients from the outset regarding their requests for DD and monitoring services
  • Consistently leverage strong communication and organization skills – both with internal and external stakeholders
  • Demonstrates a firm understanding of Blue Umbrella’s research capabilities, operational workflow, and their limitations
  • Provide recommendations on pricing and TAT to managers based on scoping exercises and knowledge of existing workload, upcoming holidays, etc.
  • Ensure that reports are properly constructed prior to delivery
  • Oversight of teams to ensure on-time delivery of final reports
  • Manage large client batch orders including timelines, ongoing status updates, queries and prioritization in line with the current workload
  • Understands and supports business goals
  • Keep aware of industry-related news
  • Support team leaders and managers with items that may include, but are not limited to:
  • Assisting with day-to-day and longer-term case management
  • Ensuring that research requirements are fulfilled by acquiring any and all required documents as dictated by agreed upon scope
  • Double-check and verify client invoices
  • Contributing to continuous improvement efforts, e.g., providing input/feedback and/or assisting in the execution of training reviews, process and efficiency improvements, product innovation, etc.
  • Possesses and exhibits an interest in his/her own personal development by:
  • Requesting feedback from his/her supervisor and/or managers
  • Comply and/or follow processes, standards, values of Blue Umbrella as outlined in training, policies and staff manuals

FAQs

What is the role of a Client Success Executive at Blue Umbrella?

The Client Success Executive acts as a primary contact point between clients, vendors, research teams, and internal departments, ensuring high-quality research work is completed in a timely manner.

What are the main responsibilities of a Client Success Executive?

Key responsibilities include managing client accounts, responding to client queries, coordinating with research teams, ensuring on-time delivery of reports, and providing recommendations on pricing and turnaround times.

What qualifications are required for this position?

A Bachelor's degree is required, along with excellent spoken and written English skills, strong organizational and communication abilities, and a professional approach to client service.

Is proficiency in languages other than English an advantage?

Yes, proficiency in other languages is considered advantageous.

What type of experience is preferred for applicants?

Experience with online databases, strong analytical skills, and a detailed understanding of Microsoft Office are preferred.

Is there a focus on employee development at Blue Umbrella?

Yes, employees are encouraged to seek feedback and engage in personal development while following the company's processes and standards.

How does Blue Umbrella approach diversity in hiring?

Blue Umbrella is committed to fostering a diverse work environment and provides equal employment opportunities without discrimination based on various protected characteristics.

Are there opportunities for growth within the Client Success Executive role?

Yes, opportunities for growth exist through personal development, feedback, and contributions to process improvements and product innovation.

Who do Client Success Executives report to?

Client Success Executives report to the Operations Manager.

What kind of communication skills are important for this role?

Excellent communication skills that demonstrate professionalism through various channels such as email, phone calls, and video conferencing are essential.

image

AML RightSource

Frictionless KYC & AML. Intelligent data to onboard and monitor any business, fast. An AML RightSource Company.

Technology
Industry
51-200
Employees
2010
Founded Year

Mission & Purpose

Arachnys accelerates onboarding and monitoring by providing the best global KYC and AML data. Enriched, intelligent data on customers enables straight-through processing and means fewer customer touchpoints, less risk and quicker revenue. Real-time registry and adverse media connections allow you to keep regulators happy while reducing refresh costs and improving customer experience. A suite of APIs allow modular integration into customer lifecycle and case management tools, removing manual processes and reducing headcount. Founded in 2010, we’ve helped some of the world’s biggest banks avoid regulatory fines, remediation costs and improved efficiency.