Client Service Account Manager

Gratitude Inc

1086 Views

13 hours ago

3-5 Year(s)

Manila (Taguig)

Job Description

Key Skills

Accounts Management Analytical Leadership risk analyst skills Treasury Strong Decision-Making skills

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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.

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:

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.

PROCESS:

Interview process: Human Resource Interview > Communication Skills Assessment > Hiring Manager Interview.

Both onsite and Zoom interviews are available for Human Resources.

Internal recruiters will be sharing the Zoom details for candidates opting for virtual interviews. The assigned recruiter will provide the Zoom details directly to the candidate once scheduling is confirmed.

Interviews are conducted during recruitment hours (8AM–7PM, Monday to Friday). Candidates who pass the HR interview can choose their preferred schedule for the Communication Skills Assessment and Hiring Manager Interview from available slots.

Role

Client Servicing/Key Account Manager

Timings

Day Shift (Permanent)

Industry

Banking / Financial Services / Broking

Work Mode

Work from office

Functional Area

Banking / Financial Services

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