Job Summary

We are seeking a Client Service Account Manager to serve as a key advisor, providing strategic advice and consultation to clients. You will collaborate with internal teams to develop and implement business plans that exceed client expectations while ensuring compliance with risk policies. This role is based onsite in Taguig.

Job Responsibilities

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


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


• Proactively assess client satisfaction and identify opportunities for service improvement.


• Address product/service gaps by leveraging available capabilities.


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


• Recommend and contribute to product enhancements and service delivery plans.


• Conduct periodic client meetings to stay informed of their needs.


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


• Advocate for clients to ensure an exceptional service experience.


• Ensure client compliance with risk policies and educate 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 or functional experience.


• Knowledge of core treasury services products.


• Strong oral and written communication skills, delivered clearly and confidently.


• Effective time management in a fast-paced environment.


• Ability to collaborate with internal colleagues and external clients.


• Sound judgment in decision-making and risk evaluation.


• Flexibility with working hours and proficiency with 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.

Interview Process

• Human Resource Interview (onsite or via Zoom).


• Communication Skills Assessment.


• Hiring Manager Interview.

Note: Zoom details for virtual interviews will be provided by the assigned recruiter upon scheduling confirmation. Interviews are conducted Monday to Friday, 8 AM–7 PM. Candidates passing the HR interview can select preferred slots for subsequent interviews.

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