Client Service Account Manager – Associate

Overview

In this role, you will serve as the trusted client adviser for a portfolio of Treasury Services clients, driving 100% client satisfaction through proactive service and problem resolution. You will collaborate with cross-functional teams to optimize client plans, promote self-service tools, and identify efficiencies and cross-sell opportunities. You’ll act as a bridge between clients and internal partners, supporting initiatives and risk management to sustain long-term partnerships. This role is ideal for a client-focused professional who thrives under pressure and values collaboration and continuous improvement.

Responsibilities

• Develop and strengthen client partnerships while understanding client business needs
• Act as trusted adviser to clients and execute strategic client plans
• Promote self-service tools to reduce client enquiries
• Analyze payments activity to identify efficiencies and cross-sell opportunities
• Share best practices within the service team and support Treasury Services initiatives
• Identify opportunities for product development and enhancement
• Build internal partnerships (Sales, Operations, Product, WSS)
• Identify and escalate risk related to client activities
• Record all client interactions (calls, meetings, issues, proactive communications)

Key requirements

• Excellent verbal and written communication skills
• Ability to work under pressure and maintain professionalism
• Dual capability to work independently and in a team
• Demonstrated cultural sensitivity and awareness
• Proven negotiation skills
• Strong organizational skills with ability to manage multiple priorities
• Ability to mobilize internal networks and resources
• Ability to use and manage multiple systems
• Client service and portfolio management experience

• communication
• teamwork
• cultural awareness
• negotiation
• ability to use and manage multiple systems
• Treasury Services product knowledge (preferred)

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