As a Client Service Associate - Account Manager in Merchant Services you will be responsible for providing world class leading service to the unmanaged client population. You will support this diverse and complex client population by coordinating and facilitating execution of requests. You will troubleshoot technical and systemic issues related to the account set up and work closely with the Relationship Management team on solutions. You will provide proactive communication to clearly understand the client needs and follow-up to ensure client satisfaction while acting as a principal point of contact to internal partners and as the primary service support contact for the client relationship on behalf of Merchant Services.
Job Responsibilities
- Demonstrate excellent understanding of the purposes and operations of the organization and your business segment
- Provide thoughtful leadership, proactive insights and consultation on strategies to clients within the portfolio, and identifies opportunities for Wholesale Payments collaboration to deliver the full value of the firm
- Identify business trends using real data, meet project deadlines and follow up on results
- Provide timely responses to client inquiries and assist the client in all manners of troubleshooting or maintenance
- Compile relevant, accurate data into reports or presentations for Relationship Managers, clients and senior management
- Assist client in all manners of troubleshooting or maintenance
Required Qualifications, Skills and Capabilities
- Maintain professional and superior interpersonal skills in all interactions with internal and external customers
- Generate documents of record in support of process streamlining and simplification
- Understand and assess client needs, troubleshoot issues, quantify downstream impacts
- Research, champion, advocate and follow through on issues/questions along with having exceptional verbal and written communication skills and strong presentation skills
- Demonstrate the ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments.
- Ability to build relationships with clients, internal partners, colleagues, and peers to achieve desired outcomes.
- Ability to understand multiple complex systems and processes.
- Ability to mobilize internal networks and resources to assist is resolving customer service requests
- Bachelor’s degree or the equivalent in business administration, accounting, marketing, or other related fields. In lieu of degree, may have relevant work experience.
Preferred Qualifications, Skills and Capabilities
- 5+ years in account management, relationship management, client relations or customer service experience.
- Knowledge of bankcard industry and procedures
- Strong knowledge of Microsoft Excel, PowerPoint & SharePoint
- Ability to work well under pressure with minimal supervision
Work Schedule
- This hybrid role required going into the office three days a week with two days flexibility to work from home, subject to change