Join our dynamic Trade & Working Capital Team, where your expertise in client service and trade finance will drive impactful solutions and foster strong client relationships. As a Client Service Account Manager, you will be at the forefront of enhancing client experiences, acting as a trusted advisor, and collaborating with cross-functional teams to deliver excellence.
As a Client Service Account Manager within the Trade & Working Capital Team, you will play a pivotal role in managing the lifecycle of transactions and building lasting relationships with clients. You will work closely with Operations, Trade Product, Trade Sales, Credit, Legal, and Banking Partners to ensure client expectations are met and exceeded. Your focus will be on providing transparency and proactive service, making you the first point of contact for clients and a key player in enhancing the overall client experience.
Job Responsibilities:
- Manage the lifecycle of transactions post-sale, ensuring smooth handling and fast turnaround times.
- Build and maintain strong relationships with clients and internal teams, including Operations, Middle, and Front Office colleagues.
- Track client transactions and provide comprehensive reporting to enhance client experience.
- Support operational workflows to resolve refusals, disputes, and problematic transactions.
- Record all client interactions and escalate concerns to Sales as needed.
- Advocate for clients by analyzing customer behavior and reporting on transaction trends.
- Streamline processes in line with Trade priorities and support sales and client visits.
- Conduct client training and participate in client events to strengthen relationships.
Required Qualifications, Capabilities, and Skills:
- Proven leadership skills with the ability to deliver exceptional performance under pressure.
- Strong focus on client satisfaction and relationship building.
- Excellent planning and organizational skills, comfortable working within tight deadlines.
- Ability to operate collaboratively and possess strong interpersonal skills.
- Proficiency in managing multiple systems and an interest in automation tools (AI/LLM/Alteryx).
Preferred Qualifications, Capabilities, and Skills:
- Knowledge of Trade Finance Products is preferred.
- Experience in developing and mobilizing internal networks and resources.
- Ability to identify opportunities for product development and enhancement.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
