Associate Account Manager

Moneycorp•Providence, RI

10d•Hybrid

About The Position

Serve as a trusted point of contact for corporate clients and a key partner to Account Managers and broader team, delivering high‑quality, responsive support that enhances the overall client experience. This role is responsible for executing client orders on behalf of Account Managers and directly with clients. Managing day‑to‑day client inquiries, and ensuring seamless coordination across teams. Working closely with Account Managers, the role proactively supports client engagement efforts, including migration of accounts to the online platform, KYC Refresh, outreach to inactive or less‑active clients, helping to strengthen relationships, drive activity, and identify opportunities for deeper engagement. Through strong collaboration, attention to detail, and a client‑first mindset, this role plays a critical part in supporting client satisfaction, retention, and long‑term growth.

Requirements

Bachelor’s degree in a related field or equivalent
Proven experience in the financial industry
Experience in supporting corporate clients and account management
Working within a multichannel pressurised environment
Good decision-making and problem solving skills
Business and financial acumen
Drive for results
Excellent communication skills, both written and verbal
Foster relationships with internal and external stakeholders at varying levels of seniority
Good organisational skills
Possess a good balance of people and technical skills
IT literate
Adaptable and flexible
Personable and approachable
Professional
Personal drive
Team player
Calm and confident
Proactive and tenacious
Target driven

Responsibilities

Support Account Management Team
Input trade information on behalf of account managers & directly with clients as the business dictates
Strictly adhere to all compliance policies to ensure the utmost compliance with regulations
Retention and growth of established clients
Cultivate where possible new relationships with business prospects
Work as a team to achieve corporate targets set by management
Work towards achieving individual targets & KPIs
Client Support
Actively resolve client issues to maintain good working relationships
Request and chase deposits, KYC documents, further trade information from clients where they are required to reduce Moneycorp’s exposure
Coordinate with other departments as needed to resolve client issues
Provide the Highest Level of Service
Assist clients by answering questions when able and escalating if needed
Provide clients with the “white glove” treatment to targeted segments
Ensure the Highest Level of Professionalism and Compliance
Ensure accurate data input in all systems including dealing and CRM systems
Escalating client complaints in accordance with company guidelines
Maintain records of all client contact, including telephone calls, inbound or outbound written contact
Ensure Company procedures and high standards are always followed. With particular focus upon KYC procedures and accurate maintenance of all CRM records, particularly client follow-up calls
Be aware of Anti-Money Laundering procedures and report any suspicious transactions