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Client Service Account Manager - Trade & Working Capital - Associate
mid · Corporate Finance
This is an opportunity to apply your leadership skills to will develop strong relationships with internal stakeholders and Large, Mid Cap and Subsidiary clients and maintain high standards of client satisfaction.
As a Client Service Account Manager – Associate in the Trade & Working Capital team, you will provide first class client service to top clients within the region. You will resolve complex client inquiries, review local Spanish language guarantees and applications, and be the subject matter expert for sales and in country service requirements of the Banking team.
Job Responsibilities
- Manage the lifecycle of transactions post-sale, ensuring smooth handling and fast turnaround times.
- Build and maintain strong relationships with clients and internal teams, including Operations, Middle, and Front Office colleagues.
- Track client transactions and provide comprehensive reporting to enhance client experience.
- Conduct client training and participate in client events to strengthen relationships.
- Provide back up to Supply Chain Finance Team with Supplier inquiries
- Support operational workflows to resolve refusals, disputes, and problematic transactions.
- Record all client interactions in our Case Management System .
- Advocate for clients by analyzing customer behavior and reporting on transaction trends.
- Streamline processes in line with Trade priorities and support sales and client visits.
- Perform the review of Guarantees, SBLCs subject to Spanish Law and ICC Rules.
- Resolve complex client inquiries related to trade finance transactions.
Required Qualifications, Capabilities, And Skills
- Proficient in Spanish and English Languages.
- Working knowledge of ISP 98 and URDG.
- SBLC and Guarantee wording review experience.
- Core Trade Product experience.
- Strong focus on client satisfaction and relationship building.
- Proven leadership skills with the ability to deliver exceptional performance under pressure.
- Excellent planning and organizational skills, comfortable working within tight deadlines.
- Ability to operate collaboratively and possess strong interpersonal skills.
Preferred Qualifications, Capabilities, And Skills
- Proficiency in managing multiple systems and an interest in automation tools (AI/LLM/Alteryx).