Client Outreach and Support Manager

3 weeks ago


Charlotte, North Carolina, United States Disability Solutions Full time
About the Team
At Disability Solutions, our Client Outreach team works collaboratively to meet Know Your Client (KYC) periodic refresh and remediation requirements. As a KYC Client Outreach Support Specialist, you will be responsible for overseeing the delivery of Front Line Unit (FLU) process delivery, including document indexing, remediation program oversight, policy advocacy, capacity/population requirements, restriction, and closure processes, program governance, and issue remediation, culture, and training/readiness.

Key Responsibilities
  • Support the delivery of formalized remediation programs from a FLU perspective, adhering to Bank requirements
  • Administer the collection, consolidation, and feedback of policy observations made by clients as part of ongoing improvement of Bank processes and industry practices
  • Support the FLU portion of the process to ensure restrictions and closures adhere to requirements and consider appropriate risks
  • Monitor and escalate any issue remediation concerns or challenges
  • Assist in the administration of the FLU governance framework as it relates to KYC requirements
  • Support drafting and coordinating documenting processes and formal guidelines as they relate to Outreach and associated FLU processes
  • Support ad-hoc reporting as it relates to Outreach performance, delivery, and output
  • Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, HR, and other groups as needed
  • Support design and delivery of cultural and people Initiatives and org health where needed


Career Development
This role provides opportunities for career growth and development within the organization. You will have the chance to work closely with experienced professionals in the field and contribute to the success of our Client Outreach team.

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