As a Client Service Account Manager - Associate, you are a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products both within the US and across our global footprint.
Job responsibilities
- Develop a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate.
- Start interacting with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offering
- Adhere to the department policies and procedures for client requests
- Engage professionally in person, emails and on the phone to assist with every client need or issue
- Work independently and in a team environment to maximize productivity in a most efficient manner
- Build in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client
- Establish strong relationships with internal partners in Treasury sales and across various functions
Required qualifications, capabilities, and skills
- Couple years of experience in customer service, operations, treasury, sales or portfolio management, preferably with work experience primarily in banking or the financial service industry
- A strong aptitude for strategic thinking and tactical execution
- Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
- Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Ability to use data to create metrics and reporting
- Proficient in MS Office (Excel, PowerPoint, Word)
Preferred qualifications, capabilities, and skills
- College degree preferred
You’ve got this!