Client Service Account Manager - Associate

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Be the face of Treasury Services for top-tier clients, driving satisfaction and operational excellence. In this high-impact role, you'll turn insights into solutions and deepen strategic partnerships to deliver measurable value for clients and the firm.
As a Client Service Account Manager in our Treasury Services team, you will maintain and enhance best in class Client Service for a designated portfolio of top tier clients, promoting 100% Client satisfaction by engaging on service and operating issues and opportunities. You will build trusted relationships, anticipate client needs, and coordinate with internal partners to resolve issues and uncover efficiencies. Your work enables clients to operate seamlessly and supports firmwide growth through proactive, data-driven service.

Job Responsibilities

• Develop, maintain and broaden partnerships with Clients and become the Clients trusted adviser
• Understand Clients business to predict their needs and provide appropriate solutions
• Assist in developing and executing strategic Client plans
• Promote use of self-service tools to reduce number of Client enquiries
• Analyse payment and associated activities in order to identify efficiencies and cross sell opportunities
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  Promote sharing of experience and best practice across the Service team
• Participate in and support TS initiatives
• Identify opportunities for product development and enhancement
• Develop internal partnerships (e.g. Sales, Operations, Product, Technology)
• Identify and escalate potential risk associated with Client activities
• Record all Client interactions (e.g. calls, meetings, issues, proactive communications)

Required qualifications, capabilities, and skills

• Client service and portfolio management experience
• Excellent verbal and written communication skills
• Proven negotiation skills

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• Ability to work effectively under pressure whilst maintaining a professional manner
• Dual-ability to work effectively as both a team player and alone
• Demonstration of cultural sensitivity and awareness
• Strong organisational skills ability to manage multiple priorities whilst meeting deadlines
• Ability to develop and mobilise internal networks and resources
• Ability to effectively use and manage multiple systems
• Fluent English

Preferred qualifications, capabilities, and skills

• Knowledge and understanding of Treasury Services products, processes and risk policies nice to have