Associate Client Service Manager

New York, New York | Contract

Post Date: 06/12/2017 Job ID: 14728 Industry: ACCOUNTING/FINANCE

Associate Client Service Manager
New York, NY

The Associate Client Services Manager's primary purpose is to provide support to the Senior Client Services Managers and Client Service Managers to assist in the daily administration and coordination of assigned clients/accounts. In some cases, the Associate Client Services Manager may manage smaller or pooled client service relationships.

As the primary support account representative, the Associate Client Service Manager is responsible for:

  • Assisting with the servicing of the overall client relationship within assigned portfolios. This shall include the assisting with 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 monitoring of documents associated with administering debt issuance including various financing structures and services related to assigned corporate trust products.
  • Responsible for assisting with client issues proactively, efficiently and to the satisfaction of the client often acting independent of the Senior Client Service Manager and/or Client Service Manager(s).
  • Servicing of client inquiries, escalation of client issues, assisting with conducting annual client reviews from a service delivery perspective,
  • Monitoring and administration of client service issues including SLA's, governing document guidelines and/or indenture guidelines, processing activities, overdrafts, and cash balances,
  • Preparing reporting and other activities including specialized client reporting, interfacing with Compliance, Audit, Risk and Legal, as well as to manage and respond to audit requests. 

Qualifications and Skills

  • Bachelor's Degree 
  • 2-5 years' experience; Some knowledge or experience with the financial industry preferred
  • Relationship management experience
  • Quick learning ability of internal systems and processes
  • Good writing skills
  • Strong communication skills


Associate Client Service Manager - 14728

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