Account Management - Oversees assigned client accounts, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, risk mitigation and KYC responsibilities. Consults with clients on best practices, solutions and regulatory changes to support client engagement. Assigned accounts are typically small and non-complex, often a single product. Incumbents are gaining experience in account management and mastering the basics of the discipline and the firms products/services. Incumbent may receive guidance from a more experienced Account Manager. Proactively consults small, non-complex client accounts, ensuring continued client satisfaction and listening for cues on client needs. Tracks and reports on client metrics. Acts as day-to-day point of contact for the client. Keeps abreast of client account activity occurring throughout the firm. Liaises with relevant operations contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Assists with managing client inquiries and resolves problems within scope of knowledge. Gains understanding of the business environment of assigned clients, industry trends and competitor services/offerings. No direct reports. Responsibilities are limited to own client accounts. Focus is on smaller and/or less complex client accounts. May provide secondary support on a large or key account under the guidance of a more senior Account Manager. Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred.
Bachelors degree or the equivalent combination of education and experience is required. 3-5 years of total work experience preferred. Experience in Account Management or Client Service Delivery preferred. Must be proficient in Spanish, Portuguese highly desirable.