Institutional Account Manager

Added
less than a minute ago
Type
Full time
Salary
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account management onboarding ai copilots

πŸ“‹ Description

  • Use generative AI tools daily to improve outputs and efficiency.
  • Own top institutional client relationships and drive excellent experience.
  • Collaborate with Senior AMs to support complex multi-client relationships.
  • Ensure onboarding and effective use of Coinbase Prime across multi-product workflows.
  • Lead cross-functional onboarding with Sales, Trading, Legal, Compliance, and Ops.
  • Deliver best-in-class client experience via stakeholder mgmt and prioritization.

🎯 Requirements

  • 4+ years institutional client relationship experience.
  • Exceptional verbal and written communication with influence.
  • Build trusted relationships with clients and internal stakeholders.
  • Understand cross-functional risk and workflows to identify issues.
  • Organized, independent working style for managing client books.
  • Nice to have: digital assets, Prime Brokerage, Mandarin.
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