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About the Role

The Client Manager will ensure an efficient, streamlined, and transparent onboarding experience for Crown Agents Bank clients. This involves managing KYC, regulatory, product, and operational setup, facilitating platform and system access for initial trades, and ensuring smooth Back Office operations for trade and payment delivery.

Responsibilities

• Track client progress throughout the onboarding lifecycle, ensuring timely updates for key stakeholders.
• Manage the end-to-end onboarding journey, including the coordination of KYC activities and maintaining a high level of client service.
• Coordinate platform setups including FX and Payment platforms, SWIFT integration, accounts, wallets, and tariffs.
• Gather, manage, and share necessary information to establish trading relationships.
• Provide regular updates to manage stakeholder expectations.
• Coordinate with relevant teams and stakeholders to complete tasks before the first trade.
• Collaborate across functions to follow up on onboarding steps, obtain approvals, and escalate issues or propose solutions.
• Coordinate the handover to the Client Services (BAU Team).
• Gather and maintain accurate data for MI reporting and documentation.
• Provide regular performance updates on your book of work and attend required meetings.
• Identify, escalate, and contribute to resolving control issues related to onboarding and KYC processes.

Requirements

• Bachelor’s Degree or equivalent experience within banking
• Relevant and demonstrable experience gained either in a financial services or banking environment, ideally in a client facing & onboarding role
• CDD experience advantageous
• FX and Payments experience advantageous

Skills

• Knowledge of Foreign Exchange and Payments, particularly processes within Operations
• Knowledge of the platforms and channels required to facilitate client demands

Location

• UK

Work Type

• Hybrid working

Education Level

• Bachelor’s Degree or equivalent experience

Benefits

• Contributory personal pension plan: Minimum: Employee 2% and Employer 7%. Employer matches contributions in 1% increments to a maximum of: Employee 5% and Employer 10%
• Life Assurance – 4 times annual salary
• Group Income Protection
• Private Medical Insurance – this may include cover for partner and or children at company cost. Cover includes Optical, Dental and Audiology
• Discretionary Bonus
• Competitive Annual Leave
• 2 Volunteering Days
• Benefit Hub

About the Company

• Crown Agents Bank is a rapidly growing, regulated UK bank connecting emerging and frontier markets to the world through innovative FX and payments technology.
• Our mission is simple: reduce friction so more money reaches those who need it.
• For over 200 years we’ve built trusted networks across hard‑to‑reach markets.
• Today, we pair that heritage with digital innovation to support fintechs, corporates, governments, development organisations and banks with cross‑border payments and FX solutions.