Institutional Account Manager

10 Hours ago • All levels

Job Summary

Job Description

As an Institutional Account Manager, you will engage with institutional clients, providing exceptional customer service, driving revenue, and leading a team. Key responsibilities include proactively anticipating client needs, analyzing data, and identifying upselling opportunities. You will also handle client inquiries, build relationships, troubleshoot issues, and collaborate across departments. The role requires strong financial markets and technical skills. Additionally, you will be responsible for taking meeting notes and following up with stakeholders. This role provides an excellent opportunity for advancement within the team.

Must have:

Exceptional communication skills
Ability to learn quickly
Relentless attitude and critical thinking
Customer-centric mindset
Problem-solving attitude
Adaptability and teamwork
Proactiveness and minimum supervision
Able to work on a shift basis

Perks:

Competitive total compensation package
L&D programs and Education subsidy
Various team building programs and company events
Wellness and meal allowances
Comprehensive healthcare schemes

6 skills required

6 skills required for this role

Add these skills to join the top 1% applicants for this job

communication

customer-centric

critical-thinking

cross-functional

problem-solving

team-management

Job Details

Who We Are

At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me, Do the Right Thing, and Get Things Done. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more.

About the Opportunity

We are seeking an Account Manager to join our team. The ideal candidate will have a strong financial markets and technical background, and proficiency in English along with at least one additional language. The primary responsibilities of this role include engaging with a variety of institutional clients and providing exceptional customer-centric service to clients, driving revenue through creative problem solving and proactive data-crunching, leading a team of juniors and collaborating with cross-functional teams. Trading knowledge is highly desirable for this position. This position provides an excellent opportunity to progress within the Account Manager team in the future.

What You’ll Be Doing

Work closely with peers to support clients, leveraging your financial markets and technical expertise to proactively anticipate, determine and recommend solutions to meet clients' needs and/or resolving issues surrounding the platform and products we offer.
Proactively drive revenue from your clients by continually analysing and assessing client needs. Proactively identify upselling opportunities to expand product and service adoption.
Handle a high volume of client enquiries, coordinate and delegate accordingly. Serve as the primary point of contact, fostering trust and building long-term relationships. Understand client goals, challenges, and industries to tailor solutions that drive success.
Provide exceptional support to clients by ensuring timely responses and delivering accurate, valid, and comprehensive information.
Resolve time sensitive client service issues, including complex queries such as API, product, liquidity or account-related matters. All in an efficient and timely manner
Build strong relationships with our existing institutional clients and drive revenue through thorough understanding of our platform and the products and services we offer.
Work collaboratively across departments to troubleshoot client issues, take action on client feedback and resolve client pain-points.
Take responsibility for organising, taking meeting notes and following up with stakeholders.
Provide rotational weekend and holiday coverage as and when needed.

What We Look For In You

Exceptional Communication Skills: We seek individuals who can seamlessly navigate between written and verbal communication channels, adeptly handling high volumes of chats and phone calls while maintaining professionalism and clarity.
Ability to Learn Quickly: In order to keep abreast with the ever evolving landscape, you will need to rapidly absorb and assimilate new pieces of information. Whether this is product-driven, commercial awareness or a feature request, the ability to understand, evaluate and contextualise is paramount.
Relentless Attitude and Critical Thinking: The ability to understand the core of any issue and then tackle through to resolution, is critical in ensuring we deliver the optimal client experience.
Customer-Centric Mindset: The ideal candidate should possess a strong commitment to providing unparalleled support to our clients. This entails not only prompt responses but also a dedication to delivering accurate, valid, and comprehensive information to address their queries and concerns effectively.
Problem-Solving Attitude: We value individuals who thrive in resolving customer issues promptly and efficiently. From account-related inquiries to API concerns, you should demonstrate a knack for diagnosing problems, providing clear explanations, and implementing solutions effectively.
Adaptability and Teamwork: In a dynamic environment, adaptability and teamwork are key. We value candidates who can adapt to evolving processes and collaborate effectively with team members to deliver exceptional customer service consistently.
Proactiveness and minimum supervision are needed, as ownership of responsibilities and a task-oriented mindset are a must in a remote set-up.
Able to work on a shift basis, including weekends at times but not exceeding 5 days/week.