Client Lifecycle Management jobs

Banamex - Líder de Onboarding Markets

Citi · Posted Nov 11, 2026

Open

Mexico City, Distrito Federal, Mexico
Full-time · Mid
2–5 years

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Banamex - Líder de Onboarding Markets

Citi · Posted Nov 11, 2026

Open

Mexico City, Distrito Federal, Mexico
Full-time · Mid
2–5 years

Apply with Referso

Banamex - Líder de Onboarding Markets

Citi · Posted Nov 11, 2026

Open

Ciudad de Mexico, Distrito Federal, Mexico
Full-time
2–5 years

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Lead and manage onboarding operations for market and treasury products, ensuring regulatory compliance and operational excellence.

Responsibilities

Lead and develop a team of approximately 10 people
Coordinate the onboarding process for institutional, corporate and enterprise clients
Supervise the review and formalization of contracts related to financial products
Manage activities and workloads, ensuring compliance with SLAs and KPIs
Coordinate with Business, Legal, Compliance, Risk, KYC and Operations

Requirements

Bachelor’s degree/University degree or equivalent experience

Skills

Microsoft Office Excel Foreign Exchange (FX)Over-the-Counter derivatives (forwards, swaps, options)KYC AML Compliance Client Lifecycle Management

Principal Advisor

Fenergo · Posted Nov 9, 2026

Open

Toronto, Ontario, Canada
Hybrid
Full-time · Principal
10+ years

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A leadership role requiring expert-level knowledge of domain, product, and delivery methodology to guide and successfully implement Fenergo’s product offering within the client environment.

Responsibilities

Communicate effectively with clients and be considered a confident domain and product expert
Work with clients to define their operating model with the introduction of FEN-X to their architecture
Challenge clients on requirements to drive out optimum solutions and align with industry best practices
Foresee and escalate issues in a timely manner
Provide comprehensive customer demonstrations on Fen-X CLM platform

Requirements

Degree in Business/Technology or equivalent
Nice to have: Transfer Agency
Nice to have: Fund Administrations
Nice to have: AML regulatory environment across EU27
Nice to have: Luxembourg regulatory environment

Skills

Client Lifecycle Management (CLM)Financial Crime Compliance Anti-Money Laundering (AML)Anti-terrorist financing

Head of Customer Life Cycle Management, WBG

CBD · Posted Nov 9, 2026

Open

United Arab Emirates

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Lead the design, governance and continuous improvement of the Wholesale Banking Group client lifecycle from prospect readiness and onboarding through KYC maintenance, client reviews, data governance, lifecycle system ownership and offboarding.

Responsibilities

Define and maintain the WBG client lifecycle strategy, target operating model and roadmap.
Establish lifecycle standards covering prospect preparation, onboarding, periodic reviews, client maintenance and offboarding.
Design and continuously improve end-to-end onboarding journeys, controls, service standards and stakeholder hand-offs.
Lead the governance and optimisation of KYC and customer due diligence processes across the client lifecycle.
Own frameworks for periodic and trigger-based reviews, ensuring timely execution, quality and remediation.

Requirements

Bachelor’s degree in business, finance, law, risk management, operations or a related discipline
Nice to have: AML
Nice to have: compliance
Nice to have: operations
Nice to have: data-governance

Skills

KYC onboarding client lifecycle management data governance workflow automation credit execution process transformation business data stewardship service measures capacity planning quality control

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Account Manager (JD STAR Graduate Program)

JD.com (Jingdong) · Posted Sep 15, 2025

Open

Ho Chi Minh City, Ho Chi Minh City (HCMC), Vietnam
Entry
0+ years

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Account Manager in JD STAR Graduate Program responsible for building and maintaining client relationships, driving revenue growth, and collaborating with internal teams to deliver solutions.

Responsibilities

Develop and maintain strong relationships with assigned clients
Identify opportunities to upsell or cross-sell products/services to existing clients
Collaborate with internal teams to ensure timely delivery of solutions and resolve client issues
Monitor client satisfaction, conduct regular check-ins, and address feedback or concerns
Track and report on client-related metrics to management and adjust strategies based on data

Requirements

Bachelor’s degree in business administration, sales, marketing, or a related field
Nice to have: Chinese language skills
Nice to have: English language skills

Skills

sales principles client lifecycle management business development strategies communication negotiation

Account Manager (JD STAR Graduate Program)

JD.com (Jingdong) · Posted Sep 15, 2025

Open

Tokyo, Tokyo, Japan
Entry

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Account Manager in JD STAR Graduate Program, responsible for client relationship management, upselling, and cross-functional collaboration to support JD.com's business growth.

Responsibilities

Develop and maintain strong relationships with assigned clients
Identify opportunities to upsell or cross-sell products/services
Collaborate with internal teams to ensure timely delivery of solutions
Monitor client satisfaction and conduct regular check-ins
Track and report on client-related metrics

Requirements

Bachelor’s degree in business administration, sales, marketing, or a related field
Nice to have: Chinese language skills
Nice to have: English language skills

Skills

sales principles client lifecycle management business development strategies communication negotiation data analysis

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