Client Relationship Manager - Deposit Platform

Responsibilities

• What We Need
• How We Work
• As a Deposit Platform Client Relationship Manager , Corpay will set you up for success by providing:
• Assigned workspace in our London office
• Company-issued equipment
• Ongoing training and development opportunities
• The responsibilities of the role will include:
• Coordinating the end-to-end client onboarding process from initial engagement through to account funding, partnering closely with Client Services, Compliance, and Operations teams.
• Providing clients and Relationship Managers with onboarding documentation, guidance, and support throughout the account opening process.
• Following up proactively with clients and internal stakeholders to ensuring timely completion of onboarding requirements.
• Taking ownership of the onboarding journey, ensuring accountability until client accounts are fully operational.
• Collaborating with Sales and Relationship Management teams to delivering an outstanding client experience and identifying opportunities to grow wallet share.
• Monitoring zero-balance and dormant client accounts, engaging with clients to understanding funding intentions and identifying opportunities for reactivation.
• Responding to inbound client enquiries, resolving issues where possible, and escalating complex matters to the appropriate internal teams or Relationship Managers.
• Maintaining high standards of client service by ensuring responsive, accurate, and professional communication.
• Assisting with the preparation of monthly Management Information (MI) reports and supporting business performance analysis.
• Providing data-driven insights to Relationship Managers to supporting client retention and business growth initiatives.
• Assisting the Head of Deposit Platform with ad hoc reporting, data analysis, and the preparation of client presentations and pitch materials.
• Creating and refining client-facing presentations, pitch decks, and product literature using Microsoft PowerPoint.
• Maintaining accurate client records and supporting continuous improvements to onboarding and client management processes.
• Qualifications & Skills
• Previous experience in a Client Relationship Management, Client Services, or Account Management role within Financial Services.
• Experience supporting client onboarding and account opening processes.
• Strong client relationship management and customer service skills.
• Excellent communication and interpersonal skills, with the ability to build relationships across internal and external stakeholders.
• Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
• Analytical mindset with experience interpreting data and identifying trends to support business decisions.
• Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Ability to work independently while collaborating effectively across cross-functional teams.
• Experience working with compliance and regulatory onboarding requirements within Financial Services is preferred.
• Bachelor's degree or equivalent professional experience is preferred.
• Benefits & Perks (Country Specific)
• 25 days' annual leave plus 8 bank holidays
• Option to buy or sell up to 5 days of annual leave annually through the benefits enrolment window
• Pension scheme with a minimum 3% employee contribution and up to 5% employer contribution from Corpay
• Private Medical Insurance through Vitality with no excess payable by employees; Corpay covers the standard £250 excess charge
• Access to the Gratitudes benefits platform, offering flexible discounts, supermarket savings of 4-5%, and a range of exclusive employee offers
• Free access to LinkedIn Learning, with thousands of courses to support ongoing professional and personal development
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• #INDPRO-INT
• About Corpay
• About Corpay
• At Corpay, we are committed to fostering an inclusive and respectful workplace where employees a

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