Client Service Account Manager

Description / Requirements

Job Summary: As a Client Service Account Manager, you will be a key advisor to our clients, providing strategic advice and consultation. You will partner with internal teams to develop and implement business plans that meet and exceed client expectations, ensuring compliance with risk policies and practices.

Work Onsite; Taguig

Job Responsibilities:

• Service a portfolio of large corporate or financial institution clients.


• Provide advice and consultation on decision-making as a key advisor to the client.


• Act as a proactive partner, assessing client satisfaction and identifying service improvement opportunities.


• Identify and address product/service gaps, leveraging Treasury Services capabilities.


• Partner with internal teams to develop strategic and tactical business plans.


• Recommend and participate in product enhancements and service delivery plans.


• Meet with clients periodically to stay appraised of their needs.


• Work closely with internal partners to identify areas for improvement and efficiency.


• Advocate on behalf of clients to provide an exceptional service experience.


• Ensure client’s compliance with risk policies and educate clients on risk/legal requirements.


• Serve as the primary contact for strategic account issues.

Required Qualifications, Capabilities, and Skills:

• Minimum of 3 years of relevant industry and/or functional experience.


• Understanding of core Treasury Services product sets.


• Ability to present oral and written communication clearly and confidently.


• Effective time management in a fast-paced environment.


• Ability to partner with internal colleagues and external clients.


• Sound judgment in decision-making and risk evaluation.


• Flexibility with working hours and use of virtual connectivity tools.

Preferred Qualifications, Capabilities, and Skills:

• Experience in client service within the financial industry.


• Strong analytical skills to assess client needs and service satisfaction.


• Ability to lead and influence cross-functional teams.


• Proficiency in virtual connectivity tools and technology platforms