Account Manager Client Service Job Description

Account Manager Client Service Job Description

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Account manager client service provides analysis and support on topics such as the competitive environment, health care industry, government relations and new market opportunities.

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:

Collaborating with the billing team to monitor the invoices process
Relationship contact for Business Operations Institutional Client Services
Cooperating with custodian banks, depositary banks, fund administrators, platforms
Ensuring attendance and contributing at monthly CEMEA AMS Network and AMS meetings
Drive resolution and management of client queries, data & reporting collation, delivery issues and tracking of progress
Act as prime contact for client portfolio in Sub-Saharan Africa region
To ensure the prompt resolution of all customer queries relating to the Cash Management and Liquidity products
To liaise with Sales, Product, Technology, Compliance, Risk and Operations partners regarding service issues
To track query resolution and client communication via appropriate enquiry management tool and provide management with accurate statistical analysis
Manage risk through close attention to client overdrafts and escalate those risk issues to appropriate parties as required

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:

Microsoft Excel
Address and track client service issues
Systems used to identify
Health insurance industry
Products and services and the managed care environment
Government Programs
Health industry
ICT
Internal process and resources
Medicare & Medicaid lines of business

Desired experience for account manager client service includes:

Demonstrable experience in an established financial firm, ideally asset management, specifically in the institutional channel
Experience with Swiss Single Investor Funds
Be the escalation point of critical Service Delivery issues and ensure all operational issues are logged into our Inquiry system (CSX) as SDI cases
Identification of and involvement in TS initiatives to improve both the Client and internal experience
Presentation of Client Service capabilities to existing and new clients
Use of data mining to understand and analyse clients’ payment activities, patterns of client enquiries and, opportunities for increasing clients’ straight-through rates and cross-sell opportunities

Account Manager Client Service Examples

1

Account Manager Client Service Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of account manager client service. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account manager client service
  • 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
Qualifications for account manager client service
  • 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
2

Account Manager Client Service Job Description

Job Description Example
Our innovative and growing company is hiring for an account manager client service. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account manager client service
  • 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
Qualifications for account manager client service
  • 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
3

Account Manager Client Service Job Description

Job Description Example
Our growing company is looking to fill the role of account manager client service. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for account manager client service
  • 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
Qualifications for account manager client service
  • 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
4

Account Manager Client Service Job Description

Job Description Example
Our company is looking to fill the role of account manager client service. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account manager client service
  • 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
Qualifications for account manager client service
  • 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
5

Account Manager Client Service Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of account manager client service. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for account manager client service
  • 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
Qualifications for account manager client service
  • 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)

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