We’re seeking a future team member for the role of Specialist II, Client Coverage to join our Global Payments & Trade Client Executive team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- 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.
- 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. No direct reports.
To be successful in this role, we’re seeking the following:
- Bachelors degree or the equivalent combination of education and experience is required
- 1-3 plus; years of total work experience preferred.
- Experience in Client Coverage, Sales, Account Management or Client Service Delivery preferred.