At a Glance
- Tasks: Manage client relationships and drive product adoption in a fast-paced fintech environment.
- Company: Join a high-growth capital markets fintech firm with a collaborative culture.
- Benefits: Enjoy career progression, competitive salary, and a dynamic work environment.
- Other info: Opportunity to transition into a strategic, client-facing role.
- Why this job: Make a real impact by enhancing client success and driving growth.
- Qualifications: Experience in collateral management and strong communication skills required.
Our client is a high-growth capital markets Fintech firm. They provide advanced, automated solutions that support some of the world’s leading financial institutions, helping to streamline complex operational processes and improve efficiency across global markets. Due to continued success and expansion, the business is expanding its Customer Success Team and requires an experienced collateral management operations professional with the ability to continuously improve client relationships and ensure maximum utilisation of the product provided.
The successful applicant will have extensive collateral management experience and the ability to build and maintain client relationships while encouraging maximum adoption of a vendor product. This is an exciting opportunity to join a collaborative and actively expanding organisation that can offer genuine career progression. You will interact with all areas of the business internally and build relationships at all levels of seniority within each client.
THE ROLE: This position sits at the heart of the Client Success team and plays a critical role in driving client value, retention, and growth across a key product offering. It requires a strong foundation in collateral management operations, combined with the confidence to manage client relationships in a fast-moving, high-performance environment. You will be responsible for delivering a high standard of service to all collateral clients while supporting the retention and expansion of Annual Recurring Revenue (ARR). This includes managing the full client lifecycle—from onboarding through to renewal and growth—identifying potential risks, and working collaboratively with Sales, Product, and Business Solutions teams to deliver impactful outcomes. The role blends operational expertise with strategic account management responsibilities. Day-to-day activities will include client support, service delivery, handling escalations, relationship management, and feeding client insights into product development. It is well suited to someone looking to transition from an operational collateral role into a more strategic, client-facing position. Reporting to the Global Customer Success Director, you will oversee a portfolio of key collateral clients and work alongside onboarding and support teams to consistently deliver strong results and build long-term partnerships.
DUTIES & RESPONSIBILITIES:
- Act as a subject matter expert in collateral management, supporting existing clients and increasing product adoption across the client base.
- Serve as the main point of contact throughout the client lifecycle, building relationships with key stakeholders and focusing on delivering measurable business value through to renewal.
- Take ownership of maintaining and growing Annual Recurring Revenue (ARR) across both existing live clients and those onboarding onto the platform.
- Develop and manage reporting on client usage of collateral products.
- Lead regular service review meetings with clients and internal stakeholders, and participate in onboarding activities where required.
- Partner with Sales and Business Solutions teams during the transition of new clients, ensuring smooth onboarding in collaboration with the onboarding team.
- Establish and maintain relationships with external stakeholders, including triparty agents, to support client success and growth.
- Work closely with Product and Business Solutions teams to represent client needs, contribute to enhancement discussions, and communicate product updates and roadmap progress to clients.
- Maintain a working understanding of related products to support client queries and identify cross-selling opportunities.
SKILLS, KNOWLEDGE & ATTRIBUTES REQUIRED:
- Proven experience in collateral management operations, ideally within Securities Lending and/or Repo markets.
- Strong communication and interpersonal skills, with the ability to build credibility and trust with clients.
- Effective problem-solving capabilities and a proactive, client-focused mindset.
- Demonstrated ability to manage and develop client relationships, monitor client health, and drive product adoption through to renewal.
- Confidence engaging with stakeholders at all levels, including senior and executive audiences.
- Comfortable leveraging AI-driven tools to improve efficiency across client communication, reporting, data analysis, and research.
Collateral Management Client Relationship Manager employer: James Joseph Associates
Join a dynamic and rapidly growing Fintech firm that champions innovation and collaboration within the capital markets sector. With a strong focus on employee development, this company offers exceptional career progression opportunities and a supportive work culture that values client relationships and operational excellence. Located in a vibrant financial hub, employees benefit from a stimulating environment that encourages professional growth and the chance to make a meaningful impact in the industry.
StudySmarter Expert Advice🤫
We think this is how you could land Collateral Management Client Relationship Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the collateral management space and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its products. Understand their client base and think about how your experience can help improve their operations. This will show you're genuinely interested and ready to contribute.
✨Tip Number 3
Practice your pitch! Be ready to explain how your background in collateral management can drive client value and retention. Tailor your message to highlight your ability to build relationships and support product adoption.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're keen on joining our collaborative team and contributing to our exciting growth.
We think you need these skills to ace Collateral Management Client Relationship Manager
Some tips for your application 🫡
Show Your Collateral Management Expertise:Make sure to highlight your experience in collateral management operations. We want to see how you've successfully navigated the complexities of this field and how you can bring that knowledge to our team.
Tailor Your Application:Don’t just send a generic application! We love it when candidates take the time to tailor their CV and cover letter to reflect the specific skills and experiences that match the role. It shows us you're genuinely interested in joining our team.
Demonstrate Relationship-Building Skills:Since this role is all about client relationships, share examples of how you've built and maintained strong connections with clients in the past. We want to know how you can drive value and ensure client satisfaction!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture!
How to prepare for a job interview at James Joseph Associates
✨Know Your Collateral Management Inside Out
Make sure you brush up on your collateral management knowledge, especially in Securities Lending and Repo markets. Be prepared to discuss specific examples of how you've improved client relationships and driven product adoption in your previous roles.
✨Showcase Your Communication Skills
Since this role involves building relationships with clients and stakeholders at all levels, practice articulating your thoughts clearly. Use examples from your past experiences where your communication made a significant impact on client satisfaction or retention.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss challenges you've faced in client management and how you resolved them. Highlight your proactive approach and any innovative solutions you've implemented to enhance client success and drive ARR growth.
✨Familiarise Yourself with the Company’s Products
Research the company's offerings and think about how they align with your experience. Be ready to share insights on how you can leverage their products to improve client outcomes and support their growth strategy.
