Crown Agents Bank
Client Manager – Client Implementation
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Manager – Onboarding (B2B FX & Payments)
About Crown Agents Bank
Crown Agents Bank is a rapidly growing, regulated UK bank that connects emerging and frontier markets to the world through innovative FX and payments technology. Our mission is to reduce friction so that more money can reach those who need it most.
For over 200 years, we’ve built trusted networks in hard-to-reach markets. Today, we combine this heritage with digital innovation to support fintechs, corporates, governments, development organisations, and banks with seamless cross-border payments and FX solutions.
About the Role
Reporting to the Onboarding Manager, the Client Manager will provide an efficient, streamlined, and transparent onboarding experience for Crown Agents Bank’s clients. This involves:
- Facilitating, tracking, and reporting all stages of onboarding, including KYC, regulatory compliance, product, and operational setup.
- Ensuring platforms and systems are configured for clients to execute their first trades.
- Setting up Back Office processes for swift trade and payment deliveries when required.
- Data collection from internal and external stakeholders for Management Information (MI) and case tracking.
- Client lifecycle management, including:
- Internal administration via client-focused forums.
- External engagement and onboarding of new clients.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
Onboarding Journey Management
- Track client progress through the onboarding lifecycle, ensuring timely alignment with stakeholder expectations.
- Manage the full onboarding process, including KYC coordination and client service excellence.
- Set up FX and payment platforms, SWIFT integration, and account configurations (including wallets, currency accounts, and tariffs).
- Gather and maintain necessary documentation for trade setup and launch.
Stakeholder Engagement & Communication
- Provide regular progress updates to internal stakeholders.
- Coordinate across teams and stakeholders to:
- Ensure readiness for the client’s first trade.
- Gather required approvals or escalate issues when needed.
- Facilitate a smooth handover to the Client Services (BAU) team post-onboarding.
Data Management & Reporting
- Collect, verify, and maintain accurate data for MI, regulatory records, and internal business partners.
- Provide quarterly/regular performance updates and represent onboarding in cross-functional meetings.
Risk & Control
- Identify and escalate potential control issues in KYC and onboarding processes.
- Contribute to resolution strategies in collaboration with regulatory teams.
Technical & Functional Knowledge
- FX and payments expertise, particularly in onboarding operational flows.
- Familiarity with digital platforms and channels that support client demands.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications & Experience
Education & Experience
- Bachelor’s degree (or equivalent qualification/experience) in finance, banking, or a related field.
- Proven experience in financial services, banking, or client-facing roles, with emphasis on:
- Onboarding & customer onboarding in fintech/payments.
- CDD/KYC processes advantageous.
- FX transactions and cross-border payment operations advantageous.
Technical Skills
- Strong understanding of FX markets, payments infrastructure, and global trade finance.
- Experience with banking systems, SWIFT, and transaction processing platforms.
Additional Information
Benefits
-
Hybrid working arrangement.
-
Contributory pension scheme:
- Minimum contribution = 5% total (2% employee, 7% employer).
- Employer match increases incrementally to 10% if employee contributes 5%.
-
Life Assurance = 4x annual salary.
-
Group Income Protection.
-
Private Medical Insurance (potential cover for partner/children at no cost; includes Optical, Dental, and Audiology).
-
Discretionary Bonus.
-
25+ days annual leave + accruing over time.
-
2 paid Volunteering Days (Elan).
-
Access to Benefits Hub—explore, compare, and book all entitlements via Crown Agents Bank Employee Self Service (ESS).
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location