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Position Summary
The Account Manager is responsible for delivering superior client satisfaction and proactive management of service. In addition, Account Manager will work closely with Client Service team on operational issues impacting the target clients. The primary role of the Account Manager is to coordinate internal resources to ensure that service provided to our clients by Securities Services is the highest quality and that client satisfaction levels are high. Serve as the clients’ service advocate within Citi. Understand clients’ key service needs and work with internal partners to deliver solutions, adding value for our clients and satisfaction.
Key Responsibilities
Builds Client Relationships
- Build & maintain positive working relationships with assigned clients and fund managers through an active calling program that ensures optimal service.
- Identify and understand client requirements across the entire securities services value chain in order to proactively recommend process improvements and enhancements to meet clients’ needs.
- Utilize early warning process to identify and resolve client service issues before they are escalated to Client at Risk
- Become an expert on the customer’s operating business.
- Monitor client satisfaction
Drive the service quality process at the client level
- Perform regular service reviews & develop actions plans to address issues, deliver solutions and improve client satisfaction.
- Perform regular face-to-face client meetings to confirm our commitment to delivering the highest level of client satisfaction.
- Manage the delivery of client service reviews to all platinum and priority clients with the necessary follow-up to maintain a frequent pulse check via touch points on the client’s satisfaction levels with Operations
- Act as a central point of contact for all key issues impacting client satisfaction.
- Take ownership for client issues and drive resolution through the rest of the service and operational organization
- Coordinate and ensure client participation in external surveys & incorporate survey results into driving up client satisfaction.
- Track by maintaining Integrated Client Analysis (ICA) and ensure all service issues are addressed with relevant product partners.
- Utilize client metrics and executive reporting to analyze, understand and present operating trends to the client, in a way that creates efficiencies for Citi and the client, reduces cost of repair and exception and positions Citi as a superior provider against the competition
Act as the single point of contact for the client
- Build virtual service teams that are capable and nimble to respond quickly to the needs of our clients, creating a team sense of collective responsibility and ‘client first’ mentality
- Develop/ maintain network of contacts within Citi in order to effectively deliver results for clients in a timely manner.
- Coordinate customer testing (UAT) and post-implementation reviews.
Manage the client relationship on a regional level basis
- Lead development of Client Service Level Agreement (SLA’s) with assistance of Client Sales Managers & Product partners.
- Manage and recommend solution to approve claims and AP debit/credit adjustments.
- Manage the collection of aged receivables and coordinate the billing issues.
- Maintain COB client list.
Key Requirements
Knowledge/Experience
- 10 years experience in the financial services industry
- 10 years experience in managing client relationships
- Experience with Securities Services and strong back ground on Securities Services process and product knowledge
- Proven experience successfully managing multi-million dollar relationships
Skills/Competencies
- Excellent analytical and organization skills
- Drives and delivers results
- Uses Sound Judgement
- Innovates and manages change
- Manages Risk and Control
- Excellent written and verbal communication skills
- Strong influencing skills
- Effective negotiation and persuasion skills
- Ability to manage people, client and user expectations
- Builds partnerships and values diversity
Qualifications
- BS/BA/Master degree
