Client Relationship Manager - Deposit Platform (Fintech)

TL;DR

Client Relationship Manager - Deposit Platform (Fintech): Managing the end-to-end client onboarding journey and maintaining long-term relationships for the deposit platform with an accent on regulatory compliance and operational efficiency. Focus on optimizing the onboarding lifecycle, increasing wallet share, and providing data-driven insights for client retention.

Location: Onsite in London, UK

Company

hirify.global is a global technology organization leading the future of commercial payments through innovative specialized payment solutions.

What you will do

• Coordinate the end-to-end client onboarding process from initial engagement through to account funding.
• Manage ongoing client relationships, resolving inbound enquiries and ensuring a professional client experience.
• Collaborate with Sales, Client Services, Compliance, and Operations teams to ensure seamless service throughout the client lifecycle.
• Monitor dormant accounts and engage with clients to identify opportunities for reactivation and growth.
• Prepare monthly Management Information (MI) reports and provide data-driven insights to support business growth.
• Create and refine client-facing presentations, pitch decks, and product literature using Microsoft PowerPoint.

Requirements

• Experience in Client Relationship Management, Client Services, or Account Management within Financial Services.
• Proven track record in supporting client onboarding and account opening processes.
• Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Strong analytical mindset with experience interpreting data to support business decisions.
• Must be based in or able to work from the London office.
• Bachelor's degree or equivalent professional experience preferred.

Nice to have

• Experience working with compliance and regulatory onboarding requirements within Financial Services.

Culture & Benefits

• 25 days' annual leave plus 8 bank holidays, with an option to buy or sell up to 5 days.
• Pension scheme with employer contributions up to 5%.
• Private Medical Insurance through Vitality with no excess payable by employees.
• Access to the Gratitudes benefits platform offering flexible discounts and exclusive offers.
• Free access to LinkedIn Learning for ongoing professional and personal development.