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Project Manager/Client Services (AML Software)

New York, NY 10038 | Direct Hire

Post Date: 10/19/2017 Job ID: 12093 Industry: Compliance Analyst, Compliance Assistant, Customer Service, Project Manager

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Our client is currently seeking a Client Service Executive/Project Manager for our Mineola, Long Island office. This position serves as the primary point of contact with our Clients, manages implementations and professional service initiatives, and works to provide solutions to their inquiries.
  • Manage projects, in accordance with our standard approach, such as the onboarding of new clients.
  • Manage the client relationship to keep client retention above 95%.
  • Provide support for the pre-sales process.
  • Document requirements and other business information from customers.
  • Assist with and provide live and web-based demonstrations to prospective and existing clients in support of the sales process.
  • Occasionally travel to facilitate both the ongoing account support process and the sales effort.
  • Provide education, guidance and solutions to our clients that advance our service offerings.
  • Attend and lead internal and client meetings related to the projects.
  • Provide existing clients with information about new products or initiatives.
  • Work to solve, and be accountable for, our client’ s issues within the service level agreements.
  • Focus on initiatives to enhance the onboarding process and improve its efficiency by at least 10%.

  • Past experience in a client facing role.
  • Knowledge of project life cycle and core project management principles.
  • Strong presentation skills and confidence in presenting complex technical solutions or services in a pre-sales environment.
  • Knowledge of AML regulations, including Bank Secrecy Act, US Patriot Act and other regulatory requirements, as well as an understand of KYC, EDD and PEP’ s.
  • Excellent written, verbal communication and analytical skills
  • Technical skills and ease with software systems.
  • Ability to interact effectively with all levels within our client’ s organization.
  • Ability to work collaboratively with other staff.
  • Ability to travel as needed
  • BA degree and/or industry certifications (PMP, CAMS) preferred.
  • Min 5 years exp. Preferable in the financial services industry or for a technology vendor.

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Gregory Eidlen

Chat live with me @ Gregory Eidlen is our Manager of Operations. He is responsible for all operational issues related to temporary staffing, databases, customer service, contracts, and social media. Holding a Master’s Degree in Industrial Organizational Psychology from Touro University Worldwide, Gregory heads our consulting division offering first-hand experience coaching and monitoring business employees. In addition, Gregory also holds a Bachelor of Arts degree in Psychology from The College of Staten Island/City University of New York. Gregory is recognized as a Certified Personnel Consultant (CPC) and Certified Temporary Staffing-Specialist (CTS) by the National Association of Personnel Services (NAPS). The American Staffing Association (ASA) recognizes Gregory as a Technical Services Certified (TSC) as well as a Certified Staffing Professional (CSP). Gregory has over four years of customer service and managerial skills with a major retail chain. If you would like to chat with me please go to:

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