Join our team as a Client Services Account Manager to build strong relationships and drive revenue growth!
As a Client Services Account Manager within the North America Financial Institutions Group Client Service team, you will support the broader Client Service organization. The Global Service organization, comprising approximately 600 personnel, is dedicated to supporting the Firm’s Global Banking business clients by managing relationships and providing middle office support. Your objective will be to establish strong business relationships to maintain and grow business from these clients, ultimately promoting increased revenue.
Job Responsibilities:
- Serve as a liaison between various teams to provide impactful reporting and insightful analyses, facilitating enhanced business decisions.
- Produce presentations, analyses, and supporting materials for key internal clients, including senior management, and support ad-hoc projects and requests.
- Build and maintain databases to monitor proprietary deal-related information, facilitating enhanced business analyses.
- Facilitate and manage data-based initiatives, including client coverage organization, headcount projections, and talking points for senior management meetings.
- Prepare and summarize Key Performance Indicators for year-end evaluation and compensation decisions, and develop qualitative and quantitative financial analysis.
- Efficiently report analytics and strategy, including location strategy, span of control, and reporting and analytics.
- Create financial business cases supporting business initiatives and report on key metrics, driving data quality initiatives.
- Perform variance analysis to understand key drivers of results and present commentary to senior managers, designing new reports and dashboards.
- Enhance controls and streamline processes, introducing automation where possible, and own current-state processes to identify opportunities for improvement.
- Build effective relationships and work closely with colleagues across Global Commercial Bank, taking end-to-end ownership of projects to drive and implement solutions..
Required Qualifications, Capabilities, and Skills:
- Background – Experience of working in Financial Services. Bachelor’s degree in Business, Finance, Economics, or other related area.
- Problem solving – Pro-active and intuitive thinker focused on asking the right questions to improve the status quo and implement solutions.
- Experience working with analytical tools such as Alteryx, Tableau, business intelligence, and dashboard tools.
- Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
- Detail-oriented and able to handle multiple projects and initiatives simultaneously.
- Communication – Excellent written and oral communication skills.
- Content development – Interested in strengthening ability to deliver high-quality presentations and reporting.
- Fluent in English.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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