Account Manager Client Service Job Description
Account Manager Client Service Duties & Responsibilities
To write an effective account manager client service job description, begin by listing detailed duties, responsibilities and expectations. We have included account manager client service job description templates that you can modify and use.
Sample responsibilities for this position include:
Account Manager Client Service Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Manager Client Service
List any licenses or certifications required by the position: PMP
Education for Account Manager Client Service
Typically a job would require a certain level of education.
Employers hiring for the account manager client service job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Management, Education, Associates, Technical, Business, MBA, Finance, Economics, Healthcare, Legal
Skills for Account Manager Client Service
Desired skills for account manager client service include:
Desired experience for account manager client service includes:
Account Manager Client Service Examples
Account Manager Client Service Job Description
- Establish schedule of service reviews with service delivery partners and conduct/run service reviews, and incorporate service metrics and client reporting as agreed with the client
- Involve RM in service review timing to ensure consistency in messaging to client
- Be responsible for follow through on service delivery issues emanating from service reviews
- Create and maintain “Paths to Green” for service functions operating below client expectations
- Log all client “Service Change Requests”
- Facilitate regular communication across all internal teams to support consistent service delivery
- Heighten awareness of service issues across IS and actively manage issues to provide a single face of the IS service delivery business
- Take a lead role in all service delivery initiatives
- Overall relationship health monitoring to forecast client “temperature” and facilitate regular discussion with Sales and
- Manage risk through close attention to client overdrafts, unpaid bills and, escalate risk related issues to appropriate parties as required
- Bachelor's degree holder at least 4 years experience in customer service front office role, preferably with strong exposure to Commercial Banking/Corporate clients
- Relevant knowledge and experience will be considered in conjunction with related business degree, or industry recognized training (SIA, AFSA)
- Demonstrated experience in, exposure to and interest in global financial markets
- Demonstrated experience and exposure to plan sponsor, fund distributor, or investment manager client base
- Demonstrated experience and exposure to Collateral Management
- Minimum of 2 years sales experience in financial services in a relationship management role Banking Advisor or Financial Advisor
Account Manager Client Service Job Description
- Act as a dedicated client service support and the primary escalation for complex transaction queries of assigned clients and lower tiered clients
- Interact with selected clients & internal service partners to advocate client needs and solutions
- Use thorough product knowledge to resolve unique or challenging client issues and conduct root cause analysis
- Know the client's business and internal workflows
- Support ad-hoc Client Service related projects
- Ownership of complex client issues, driving quick and lasting resolution
- Builds and maintains credibility as a trusted advisor to clients
- Ability to lead client conversations and presentations, ask probing questions, and recommend solutions
- Actively works on Client Services projects to help guide the team toward strategic goals the mission of OptumHealth
- Manages ongoing contract relationships and service delivery to clients for accounts Acts as outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) and large or complex accounts
- Responsible for the account administration for all investment management clients
- Coordinate with all appropriate teams on account set up, cash flows, fee reviews, and client data maintenance including the completion of audit and compliance requests
- Prior work experience in a client servicing background within financial services
- Proven experience to self-manage independently analyse client situations
- Ability to evaluate prospect needs and formulate a responsive solution
- Ability to develop a broad working knowledge of NTGI, to effectively utilize this information
Account Manager Client Service Job Description
- Prepare and coordinate Service Quality Reports and use the data to understand and analyze client's payment activities, patterns and provide operational efficiency recommendations
- Ensure disciplines are maintained in recording client interactions in Service Portal for all client interactions and within specific targets
- Achieve and maintain high levels of Client Satisfaction (as per defined targets)
- Collaboration across teams, business partners and stakeholders to drive solutions for clients
- Provide client training on product functionality, operating procedures, payment formatting best practices
- Participate in service delivery initiatives and client management/handholding
- Provide back-up customer service function to team members when required
- Conduct regular reviews of the country CS&I process and procedures
- Ensure that client issues are escalated appropriately
- Oversees completion of internal tasks such as Benefit Administrative Review submissions, implement new products, and initiatives, such as Telehealth, creating Client Specific Plans
- Experience in cash management
- Team player and able to develop and mobilize internal networks and resources
- French linguist
- Reporting and escalation of all client issues/needs to Sales and Management, encouraging teamwork in order to attain business goals
- Networking with key partners from operational areas to leverage efficiency, maximising the impact of ideas and achieve targets
- Client servicing/Client relationship management experience in the financial sector
Account Manager Client Service Job Description
- Communicates and collaborates effectively with peers and management
- Work collaboratively with sales, ad ops and product management to provide best-in-class support to publishers
- Facilitate a smooth, successful interaction for publishers from RFP through final reporting
- Partner with Director of Sales to develop upfronts, proactive proposals or initiatives for publishers
- Respond in a timely manner to publisher RFP’s and requests, providing product and targeting recommendations based on Goodreads expertise
- Through a consultative approach, develop insight into publishers KPI’s help them meet those goals by leveraging Goodreads’ ad products
- Partner with Ad Ops to ensure campaigns are implemented in an accurate and timely manner, provide screenshots, monitor and optimize campaign through final delivery
- Perform analytical analyses of campaign performance
- Interact with Finance department in regards to Billing requests/issues
- Hospice experience is a plus
- High earning potential with bonuses and long-term incentives
- A comprehensive Total Rewards Program that includes flexible benefits, bonuses, and high earning potential
- Confident, professional approach to deal with team, sales force and colleagues
- Bachelor's Degree (or higher) OR High School diploma/GED with 4+ years Account Management Experience
- Knowledge of Word, Excel, PowerPoint, Access
- Proven experience in forming, building and leveraging internal and external client relationships
Account Manager Client Service Job Description
- This position will work closely with the Director of Client Service Executives and Director of Implementation to obtain information related to escalated client issues in order to actively engage with the client and Sales on resolution of issues
- Provide oversight of client relationship and participate in ad hoc client meetings to discuss service and/or client strategy
- Review non-standard requests from clients and pull in appropriate matrix partners for resolution
- Closely monitor expenses to ensure costs stay within the budget defined by Sales
- Plans and directs the delivery of contracted business activities throughout the contract's lifecycle (from business development through contract closure) for portfolio of contracts, not to exceed 6
- Accountable for the financial performance of the contract - in terms of Revenue
- Leads the account leadership team which is comprised of Sales, Delivery Management, & Client Management)
- Analyze customer information, provide recommendations on possible improvements to products and services and offer long-term solutions to retain customers
- Upselling of business products and services to increase feature penetration and improve revenue
- Prepare sales quotes, proposals and contracts
- A tertiary qualification in a relevant discipline (or equivalent experience)
- At least four years of relevant experience in a customer service or front office role, preferably with strong exposure to Multinational Corporates or Commercial Banking
- Understanding of clearing (such as SWIFT, RTGS, T/T and GIRO) and cash management products (such as Pooling, BPay, Merchant Services, FX and Sweeping)
- Ability to provide quality services in a high inquiry volume environment and meet set metrics
- Good inter-personal, relationship management and influencing skills
- Demonstrated ability to build a collaborative culture and relationships across the organization and with external and internal strategic partners and stakeholders (including clients, sales rep, sales manager, sales support team)