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Client Management Coordinator

Newmark
Jacksonville, USA
Full-time
Mid
Onsite
Discovered Today

Full Job Posting

Qualifications

  • Experience in client onboarding, client services, or project coordination within a regulated industry.
  • Strong understanding of KYC, CDD, and related regulatory compliance requirements.
  • Excellent communication and interpersonal skills with a proven ability to build cross‐functional relationships.
  • Highly organized with meticulous attention to detail and the ability to juggle multiple priorities.
  • Critical thinking and problem‐solving abilities, including effective escalation management.
  • Proficiency with Microsoft Office Suite; familiarity with workflow or CRM systems is a plus.
  • Customer‐centric mindset with a passion for delivering high‐quality service.
  • Collaborative team player who can also work independently and take initiative.
  • Proactive attitude with a drive to identify and implement process improvements.
  • Bachelor’s degree or equivalent experience in finance, business, or a related field.

Responsibilities

  • Guide and support new client onboarding from initiation to completion, ensuring accuracy and efficiency.
  • Serve as the main liaison between clients, business stakeholders, and internal teams (operations, compliance, legal).
  • Oversee onboarding requests to confirm alignment with internal policies and external regulatory requirements, including CDD.
  • Provide weekly status updates to stakeholders, highlighting progress, required actions, and potential blockers.
  • Collaborate with the business to prioritize onboarding requests based on strategic importance and urgency.
  • Represent the Client Management organization in all onboarding, CDD, and account‐setup matters.
  • Champion standardization and continuous improvement initiatives to enhance the client onboarding experience.
  • Manage escalations and resolve issues promptly to maintain service quality.
  • Maintain accurate documentation and records for each onboarding project.
  • Utilize Microsoft Office and CRM/workflow tools to track and report onboarding metrics.

Preferred Qualifications

  • Proficiency with Microsoft Office Suite; familiarity with workflow or CRM systems is a plus.

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