Associate Client Service Manager

Dallas, Texas | Contract

Post Date: 12/05/2016 Job ID: 13875 Industry: ACCOUNTING/FINANCE

Associate Client Service Manager
Dallas, TX

Currently have an opening with our client located in Dallas, TX for an Associate Client Service Manager.

The Associate Client Services Manager has primary responsibility for the management of an assigned portfolio of Corporate Trust clients/accounts and serves as the day-to-day contact for the assigned clients/accounts.

This shall include the day to day oversight of the assigned accounts, the coordination of services for assigned clients, the monitoring of contractual obligations for these accounts and administering less complex financing structures and services related to Document Custody corporate trust product. 

The role includes:

  • Strong service delivery
  • Servicing of client inquiries, escalation of client issues, conducting annual client reviews from a client Service perspective
  • Monitoring and administration of client service issues including SLA's, governing document guidelines, processing activities, overdrafts, and cash balances as applicable
  • Reporting and other activities including specialized client reporting, working with others on interfacing with Compliance, Audit, Risk and Legal, as well as to assist with and help respond to audit requests. 


  • Bachelor's Degree required or 7+ years in financial services and corporate trust or capital markets managing accounts preferred. Graduate Business Degree preferred.
  • 10+ years experience with emphasis in global client service preferred or equivalent experience.


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