Client Service Account Manager

Gratitude Inc

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2 months ago

Client Service Account Manager

3-6 Year(s)

Manila (Taguig)

Job Description

Key Skills

Leadership Time Management Proficient in MS Office Real-time Management Excellent English communication and presentation skills Strong problem-solving and analytical abilities

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Job Summary:

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

Work Setup: Onsite (Taguig)

Responsibilities:

Manage a portfolio of large corporate or financial institution clients.

Provide consultation and advice to clients in decision-making.

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

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

Collaborate with internal teams to create strategic and tactical business plans.

Recommend and support product enhancements and service delivery initiatives.

Conduct periodic client meetings to understand evolving needs.

Partner internally to identify areas for efficiency and improvement.

Advocate on behalf of clients to deliver excellent service.

Educate clients on risk/legal requirements and ensure compliance with policies.

Serve as the primary contact for strategic account-related issues.

Required Qualifications & Skills:

Minimum of 3 years of relevant industry or functional experience.

Knowledge of Treasury Services product sets.

Strong oral and written communication skills.

Effective time management in fast-paced environments.

Strong collaboration skills with internal and external stakeholders.

Good judgment in decision-making and risk evaluation.

Flexibility with work hours and proficiency in virtual tools.

Role

Accounts Manager

Timings

Day Shift (Permanent)

Industry

Banking / Financial Services / Broking

Work Mode

Work from office

Functional Area

Accounting / Tax / Company Secretary / Audit

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