Client Service Account Manager Job Description

Client Service Account Manager Job Description

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Client service account manager provides guidance and direction for Global and Regional Talent Operations services through the executing of consistent, global processes.

Client Service Account Manager Duties & Responsibilities

To write an effective client service account manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client service account manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Verify eligibility of client participation in fund vehicles
Review and negotiate Investment Management agreements and all supplemental documentation with clients and third parties – signature cards, tax forms
Respond to requests from clients’ auditors, consultants, and other third parties
Follow up with clients on outstanding invoices and regular trading issues
Develop internal partnerships
Assists regular service reviews
Daily support to institutional clients (via telephone, e-mails and meetings where appropriate)
New client on-boarding & off-boarding management
Liaising with the Portfolio Management Group to draft investment guidelines, monitor breaches and understand clients’ investment needs
Client reporting oversight

Client Service Account Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Service Account Manager

List any licenses or certifications required by the position: PMP

Education for Client Service Account Manager

Typically a job would require a certain level of education.

Employers hiring for the client service account manager 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 Client Service Account Manager

Desired skills for client service account manager include:

Business processes
Financial systems within branch Service operations
Standard practices
Tools
Global risk and compliance policies regional regulations that impact the global relationship
Treasury Services global suite of products
Domestic/international Cash Management Business
FTS
MCAS
NYDDA

Desired experience for client service account manager includes:

Opportunities to be a valuable member of a close-knit team
A comprehensive Total Rewards Program including bonuses and flexible benefits
Create a welcoming experience as the first point of contact for the store
Maintenance of business figures and pipeline (liaison with finance team, maintenance of internal system and internal reporting for management)
Working together with the legal office/client contracting for all client agreements
Sales support (ad-hoc presentations, portfolio reviews, RFPs)

Client Service Account Manager Examples

1

Client Service Account Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client service account manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client service account manager
  • Work to attain 'Trusted Advisor' status
  • Identify opportunities for product development/enhancement
  • Provide team support and cover as required
  • The role acts as a guarantor of service provision to the client, feeding into the service governance process and acting as a point of escalation
  • Liaise with the correct subject matter experts and stakeholders and ensure proper engagement with the analysis
  • Ensure adherence to the defined methodologies for business analysis and project delivery
  • Ensure the requirements traceability matrix is in place and maintained
  • Ensure business analysis deliverables meet the timescales as per the project plan
  • Ensure/construct detailed current and end-state process maps/process flows as required by the business analysis manager/project manager
  • Provide verbal and written status updates as required by the business analysis manager or project manager
Qualifications for client service account manager
  • Liaise with and support technology to ensure build requirements are understood
  • Support technology throughout the build phases
  • Raise, own and track changes requests should changes in requirements occur
  • Identify and track business analysis issues and risks
  • Contribute to the post-implementation review and closure process for business analysis
  • Knowledgeable of global risk and compliance policies regional regulations that impact the global relationship
2

Client Service Account Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client service account manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service account manager
  • Diagnoses root causes of service issues
  • Collaborates with Client Executives (CEs) to develop client reports
  • Must understand and manage customer expectations and service needs by building and maintaining positive relationships (both internal and external) and by delivering quality service
  • Manages all service related issues on assigned book of business
  • Ensures the timely and accurate delivery of client communications (correspondence, network and product updates, fulfillment materials, ID cards)
  • Models UHG’s principles of integrity and compliance
  • Creates customer specific presentations and trains vendors for OE meetings
  • Represents OptumHealth Client Services in client presentations and health/benefit fairs
  • Effectively manage customer accounts (which may include Rx, Medical, MHSA, Financial Accounts (HRS, HSA)
  • Ensure timely and accurate delivery of client communications
Qualifications for client service account manager
  • Execute daily client activity, oversees transaction processing, and assists clients and internal partners with service requests
  • Timely resolution of all queries, and if necessary to work with the relevant departments to understand the root cause and to provide assistance to help avoid reoccurrence of problem
  • Work with Relationship Manager and Sales team to develop a clear understanding of client and prospect requirements, and identify service efficiency enhancements, process improvements, and service delivery using creative and proactive measures, updating procedure documents where appropriate
  • Support the Relationship Managers and Sales Team in any adhoc requests that may pertain to existing client or prospect needs
  • Participate in internal and client meetings where appropriate, providing expert views on all items relating to the account administration function
  • Prior knowledge of investment operations and accounting systems is preferred
3

Client Service Account Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for a client service account manager. 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 client service account manager
  • Work closely with sales on renewals and upselling, but incumbents do not have specific sales goal accountability or primary responsibility to close sales
  • Responsible for specific Account Management Performance Standards
  • Manage a wide range of transactions for international and domestic clients, varying in complexity
  • Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH
  • Represent UHC operations in communication to clients related to new programs and enhancements to existing programs
  • Support Open Enrollment
  • Actively works with peers to help guide the team toward strategic goals the mission of Optum
  • Responsible for queries from existing clients, coordinate with internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high quality
  • Analyze payment and associated activities in order to identify efficiencies
  • Act as the primary and trusted contact for clients across the Corporate, MNC and Financial Institutions industries
Qualifications for client service account manager
  • 3 to 5 years experience at an asset management firm
  • Previous experience with drafting or revising Health Benefit-related documents
  • Legal and/or Document Issuance experience
  • Smooth On-boarding process for allocated client base in close co-operation with Sales and Operations including Retrocessions
  • Handling client queries & phone trading within agreed deadlines and service levels
  • Provide the essential link between sales and operations take end-to-end ownership of client related matters where appropriate
4

Client Service Account Manager Job Description

Job Description Example
Our innovative and growing company is looking for a client service account manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service account manager
  • Use available resources, including save and offer tools to efficiently assess customer’s issue and recommend and sell appropriate solutions
  • Must have professional communication style, be friendly and enjoy working with employees of a large local hospital system
  • Must be able to "think outside the box” and be able to collaborate with UHG Account Management Team
  • Must work with the strictest of confidentiality
  • Must be great at multi-tasking, planning, and organizing
  • HR and strong Customer Service experience with problem solving skill set will be needed in this role
  • In collaboration with sales, serve as the main point of contact in day-to-day interactions
  • Provide high standards of service via prompt and accurate communication, information and paperwork
  • Actively manage campaigns throughout the campaign lifecycle and provide value-added recommendations to enhance campaigns or resolve issues
  • Provide timely campaign reporting and analysis, including highlighting key metrics and insights
Qualifications for client service account manager
  • Highly preferred is Client Facing experience and Business Analytics experience
  • Knowledge of health insurance industry, products and services and the managed care environment
  • MS Excel – must be able to import and export data, sort, filter, use basic formulas, create charts and graphs
  • At least three years of experience in a relevant area within banking/financial services
  • Experience and exposure to plan sponsor, fund distributor, or investment manager client base
  • Demonstrated experience in and exposure to investment administration products
5

Client Service Account Manager Job Description

Job Description Example
Our growing company is looking to fill the role of client service account manager. 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 client service account manager
  • Supporting onboarding process, and asset transition activities, which include liaising with asset owners and/or asset managers to ensure that account opening documentation are in place, and ensuring a seamless process
  • Conducting system demonstration where required
  • Supporting sales/relationship management team in prospect presentation/due diligence visits
  • Taking charge of projects related initiative aim to improve our services
  • Establishes client profile in the CRM, which may include coordinating information from other departments
  • Partner closely with the Director of Client Service Executives and Sales for their market
  • This position will also partner closely with Sales and Clinical teams to ensure client and customer expectations are achieved and business rules are maintained
  • Partner closely with the Director of Client Service Executive to positively influence client and customer results, ensure market level specifics are managed tightly within the team and all team members are supporting goals of the market to positively influence the client experience
  • Work with team and partner with Managers of Customer Architecture teams on escalated issues and issue resolution
  • This position will be responsible for partnering with Sales to determine the specific needs of the client and the hiring strategy to ensure the right resource is identified for the role
Qualifications for client service account manager
  • A high degree of accuracy and proven ability to follow through
  • Ability to work under pressure, prioritize appropriately, meet tight deadlines and juggle multiple demands simultaneously
  • Manages time effectively in a fast paced environment
  • Candidate should have Bachelor’s Degree or equivalent
  • 3 years of healthcare specific account, sale or client management experience
  • Ability to adjust in an ever changing and fast paced environment

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