Join our dynamic Client Service Account Management team as an Associate, where you'll directly manage and service a portfolio of prestigious corporate and financial institution clients.
As a Client Service Account Management Associate within our Client Service Account Management team, you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. You will be a key advisor to the client, providing advice and consultation on decision making. You will be the client’s central point of resolution and escalation for service issues, liaising with bank partners to manage issues. You will identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities.
Job responsibilities:
- Key advisor to the client, providing advice and consultation on decision making
- Serves as the client’s central point of resolution and escalation for service issues, liaises with bank partners to manage issues
- Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
- Uses product knowledge to recommend and participate in product enhancements and service delivery plans
- Convey complex ideas and client issues with confidence
- Adheres to and ensures client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Required qualifications, skills and capabilities:
- Minimum of 3+ years of relevant industry and/or functional experience
- Experience with client service, demonstrating the ability to effectively manage client relationships and address client need
- Understanding of core Treasury Services product sets
- Ability to present oral and written communication in an organized, clear and confident manner
- Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
- Ability to partner with internal colleagues and external clients
- Applies sound judgment during the decision making process; evaluates risk factors
- Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
Preferred qualifications, skills and capabilities:
- Experience with relationship management is a plus, highlighting the ability to build and maintain strong professional relationships.