Alexandra S.
Client Relationship Manager at Unlimit- Claim this Profile
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Topline Score
Bio
Credentials
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First Certificate in English
British CouncilJan, 2008- Nov, 2024
Experience
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Unlimit
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United Kingdom
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Financial Services
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200 - 300 Employee
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Client Relationship Manager
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May 2023 - Present
Client onboarding: Understand the financial needs, goals, and preferences of prospective clients. Evaluate the risk associated with the client's business. Account Opening: Collect and review all required documentation, ensuring it meets regulatory requirements. Relationship Management: Maintain open lines of communication with clients to ensure their needs are continuously met. Address any client concerns, issues, or disputes promptly and effectively. Client onboarding: Understand the financial needs, goals, and preferences of prospective clients. Evaluate the risk associated with the client's business. Account Opening: Collect and review all required documentation, ensuring it meets regulatory requirements. Relationship Management: Maintain open lines of communication with clients to ensure their needs are continuously met. Address any client concerns, issues, or disputes promptly and effectively.
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Account opening officer
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Sep 2018 - May 2023
I was in charge of clients' due diligence. On a daily basis, I worked with PoAs, articles of association, identification docs, and signature mandates. Additionally, I acted as a department's business continuity coordinator (80 people).
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Customer Service Manager
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Jul 2015 - Sep 2018
Support of clients' operations using remote channels (phone, e-mail, internet banking). Consulting for corporate clients on a wide range of bank products, including account opening and maintenance, customer files update, ruble and foreign currency transactions, currency control, internet banking, cash and settlement services.
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RBS International
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Jersey
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Banking
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700 & Above Employee
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Front Desk Officer
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Jun 2013 - Jul 2015
Front-end work with clients. Consulting on bank's requirements, payment instructions' check, work with card products, filling in docs for account opening. Incoming paper docs workflow distribution, verification of authenticity and processing. A user of a remote banking system. Preparation of references and statements for clients Front-end work with clients. Consulting on bank's requirements, payment instructions' check, work with card products, filling in docs for account opening. Incoming paper docs workflow distribution, verification of authenticity and processing. A user of a remote banking system. Preparation of references and statements for clients
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Education
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Moscow State University
Bachelor's degree, Asian and African studies, Vietnamese filology -
Hanoi University
Vietnamese Language for foreigners