Job Summary

The Client Service Account Manager will act as a trusted advisor to clients, providing strategic advice and consultation. This role partners with internal teams to develop and implement business plans that meet and exceed client expectations while ensuring compliance with risk policies and practices.

Key Responsibilities

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  Manage and service a portfolio of large corporate or financial institution clients.

  
  


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  Provide strategic advice and consultation to support client decision-making.

  
  


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  Act as a proactive partner by assessing client satisfaction and identifying areas for service improvement.

  
  


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  Identify and address product/service gaps by leveraging available solutions.

  
  


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  Collaborate with internal teams to develop both strategic and tactical business plans.

  
  


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  Recommend and contribute to product enhancements and service delivery improvements.

  
  


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  Meet with clients periodically to understand evolving needs and expectations.

  
  


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  Work with internal partners to identify process improvements and efficiency opportunities.

  
  


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  Advocate for clients to ensure exceptional service delivery.

  
  


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  Ensure client compliance with risk policies and educate them on risk/legal requirements.

  
  


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  Serve as the primary contact for escalated or strategic account issues.

  
  

Required Qualifications

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  Minimum of 3 years of relevant experience in client servicing, account management, or related functions.

  
  


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  Understanding of financial services or treasury-related products.

  
  


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  Strong communication skills (oral and written), able to present confidently to stakeholders.

  
  


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  Effective time management and ability to thrive in a fast-paced environment.

  
  


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  Strong collaboration skills to work with internal teams and external clients.

  
  


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  Sound judgment in decision-making and risk evaluation.

  
  


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  Willingness to work flexible hours and leverage virtual collaboration tools.