What are the responsibilities and job description for the Associate Account Manager position at Moneycorp?
Who We Are
Moneycorp powers global payments for corporates, institutions and high net worth individuals, combining worldwide reach with local expertise. With over 45 years of market experience, two banking licences and offices in 11 countries, our technology delivers 24/7 accessibility, while our people deliver award-winning service. In 2024, we supported $1tn of payment volume, reaching 190 countries in 130 currencies. Our 32k corporate clients benefit from our regulatory resilience with 63 permissions globally, access to major payment rails, and our proprietary technology.
Moneycorp is a place where energy, commitment, and collaboration are core to our values of shared success. We’re restless in our drive to surpass the expectations of our customers and unlock opportunities to support them at every stage of their journey. The foundation of our success is our people, and nurturing a culture of belonging for all our colleagues is central to our journey as a global business.
ROLE PURPOSE
Serve as a trusted point of contact for corporate clients and a key partner to Account Managers and broader team, delivering high‑quality, responsive support that enhances the overall client experience. This role is responsible for executing client orders on behalf of Account Managers and directly with clients. Managing day‑to‑day client inquiries, and ensuring seamless coordination across teams. Working closely with Account Managers, the role proactively supports client engagement efforts, including migration of accounts to the online platform, KYC Refresh, outreach to inactive or less‑active clients, helping to strengthen relationships, drive activity, and identify opportunities for deeper engagement. Through strong collaboration, attention to detail, and a client‑first mindset, this role plays a critical part in supporting client satisfaction, retention, and long‑term growth.
ROLE RESPONSIBILITIES:
Support Account Management Team
- Input trade information on behalf of account managers & directly with clients as the business dictates
- Strictly adhere to all compliance policies to ensure the utmost compliance with regulations
- Retention and growth of established clients
- Cultivate where possible new relationships with business prospects
- Work as a team to achieve corporate targets set by management
- Work towards achieving individual targets & KPIs
Client Support
- Actively resolve client issues to maintain good working relationships
- Request and chase deposits, KYC documents, further trade information from clients where they are required to reduce Moneycorp’s exposure
- Coordinate with other departments as needed to resolve client issues
Provide the Highest Level of Service
- Assist clients by answering questions when able and escalating if needed
- Provide clients with the “white glove” treatment to targeted segments
Ensure the Highest Level of Professionalism and Compliance
- Ensure accurate data input in all systems including dealing and CRM systems
- Escalating client complaints in accordance with company guidelines
- Maintain records of all client contact, including telephone calls, inbound or outbound written contact
- Ensure Company procedures and high standards are always followed. With particular focus upon KYC procedures and accurate maintenance of all CRM records, particularly client follow-up calls
- Be aware of Anti-Money Laundering procedures and report any suspicious transactions
WHAT WE ARE LOOKING FOR:
Education:
- Bachelor’s degree in a related field or equivalent
Knowledge and Experience:
- Proven experience in the financial industry
- Experience in supporting corporate clients and account management
- Working within a multichannel pressurised environment
Skills and Competencies:
- Good decision-making and problem solving skills
- Business and financial acumen
- Drive for results
- Excellent communication skills, both written and verbal
- Foster relationships with internal and external stakeholders at varying levels of seniority
- Good organisational skills
- Possess a good balance of people and technical skills
- IT literate
Personal Attributes:
- Adaptable and flexible
- Personable and approachable
- Professional
- Personal drive
- Team player
- Calm and confident
- Proactive and tenacious
- Target driven
What We Can Offer You:
This role offers a competitive salary, plus a benefits package including private medical health insurance.
Location and Contract Type:
This is a full-time, permanent position. The role is expected to be office-based in Providence, RI or Stamford, CT , however, we have a flexible working policy which enables you to work up to 2 days from home.
Fostering a culture of belonging and inclusivity
We're committed to creating a workplace where every individual feels valued, respected, and included. As an Equal Opportunity Employer, we actively cultivate an inclusive culture where diversity thrives, and we empower our colleagues to drive meaningful change within our organization through Employee Engagement initiatives and value champion networks.
Like many of our peers, we recognize that fostering inclusivity is an ongoing journey, and we remain steadfast in our commitment to progress. By measuring our efforts through regular assessments and listening to the feedback of our employees, we strive to ensure that our initiatives are impactful and responsive to the evolving needs of our workforce.
Together, we want to build a workplace where everyone can bring their authentic selves to work, as we believe this is the foundation of innovation, creativity, and collective success.
Like many of our peers, we recognize that fostering inclusivity is an ongoing journey, and we remain steadfast in our commitment to progress. By measuring our efforts through regular assessments and listening to the feedback of our employees, we strive to ensure that our initiatives are impactful and responsive to the evolving needs of our workforce.
Together, we want to build a workplace where everyone can bring their authentic selves to work, as we believe this is the foundation of innovation, creativity, and collective success.
Interested?
If this role sounds like a good fit for you, please click on the “Apply Now” button to submit your application.
For discover more about Moneycorp and how we’re leading the way in global payments and currency risk management, please visit our News Hub and various social media platforms Facebook, Twitter UK, Twitter Americas, Instagram, LinkedIn.