Seccl

Account Manager

• Owning and managing a portfolio of complex customer accounts, building trusted relationships with senior stakeholders across commercial, operational and leadership teams
• Developing strategic account plans that align customer growth objectives, operational priorities and our commercial goals
• Driving adoption of new platform features and capabilities
• Running regular business and governance reviews with confidence, using insight and performance data to drive clear actions and decisions
• Tracking and identifying risks and growth opportunities including renewals, cross sell and upsell opportunities - balancing customer needs, commercial priorities and long-term partnership goals
• Supporting customers through incidents, escalations and ambiguous situations with calm, clear and commercially aware communication
• Collaborating cross-functionally with Product, Launch, Customer Support and wider Commercial teams to deliver a seamless customer experience
• Acting as the voice of the customer by sharing feedback, identifying opportunities and helping shape future improvements

Operations

• Ensuring all daily, weekly and monthly stock & cash reconciliations, and any supplementary processes, are delivered accurately and on time
• Maintaining the daily break management system, ensuring accurate and clear explanations for operational teams to undertake resolution, and producing clear MI of any outstanding items and their age
• Helping identify any systemic issues, and their root causes, and aiding operational teams to resolve these
• Producing the monthly FCA Client Money & Asset Return (CMAR) for submission to CASSCo for approval
• Producing monthly CASS MI on reconciliation completion, and any outstanding reconciliation breaks
• Identifying and proposing solutions for Reconciliation process improvements to deliver a more scalable & robust proposition
• Liaising across Operations, Engineering & Compliance to coordinate issue resolution

Account Manager

Operations Analyst – Reconciliations