Client lifecycle management jobs

Executive

Digitide Solutions Limited · Posted Nov 13, 2026

Open

Thane, Maharashtra, India
2–3 years

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Executive

Digitide Solutions Limited · Posted Nov 13, 2026

Open

Thane, Maharashtra, India
2–3 years

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Senior Associate, Investor Services

Pantheon Ventures Careers · Posted Nov 9, 2026

Open

London, England, United Kingdom
On-site
Full-time · Associate

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Senior operational role responsible for improving the end to-end client experience and strengthening the effectiveness of the Client Solutions function.

Responsibilities

Represent Investor Services and client requirements in internal forums, working groups and cross-functional initiatives focused on improving global client processes and service delivery.
Partner with the Head of Global Investor Services and the Change Office to identify, plan and deliver local and global projects that simplify, improve and automate client service activity.
Support the development of the Investor Services Analyst by setting clear objectives, providing guidance and feedback, sharing knowledge, and helping to build capability across the team.
Manage and execute core client lifecycle processes, including onboarding, offboarding, transfers of interest, fund extensions, fund terminations, tax repapering, KYC refreshes and World-Check activity.
Liaise with external fund administrators, tax consultants, and compliance service providers to coordinate client documentation, due diligence, screening and related process activity.

Requirements

Degree-level education (or equivalent experience)
Nice to have: Experience delivering short and long-term projects
Nice to have: Coaching or managing team members
Nice to have: Proficiency in Excel
Nice to have: Proficiency in PowerPoint

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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Lead the onboarding team for Markets and Treasury products, coordinating client onboarding, contract formalization, and regulatory compliance.

Responsibilities

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

Requirements

Bachelor’s degree/University degree or equivalent experience

Skills

Series 7 Series 9 Series 10 Series 63 Microsoft Office Excel intermediate to advanced Foreign Exchange (FX)OTC derivatives (forwards, swaps, options)

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

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Account Manager in JD STAR Graduate Program

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 promptly
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 data analysis

Account Manager (JD STAR Graduate Program)

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

Open

Tokyo, Tokyo, Japan
Entry

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Support JD.com’s fast-growing business by managing client relationships and driving revenue growth as part of the JD STAR Graduate Program.

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 team collaboration

Executive

Executive

Responsibilities

Requirements

Skills

Senior Associate, Investor Services

Responsibilities

Requirements

Banamex - Líder de Onboarding Markets

Responsibilities

Requirements

Skills

Banamex - Líder de Onboarding Markets

Responsibilities

Requirements

Skills

Principal Advisor

Responsibilities

Requirements

Skills

Head of Customer Life Cycle Management, WBG

Responsibilities

Requirements

Skills

Account Manager (JD STAR Graduate Program)

Responsibilities

Requirements

Skills

Account Manager (JD STAR Graduate Program)

Responsibilities

Requirements

Skills

Skills

Benefits

Benefits