Mid-Level
Be the voice clients trust when it matters most. In this role, you help treasury clients resolve service needs quickly and professionally while improving the experience over time. You will work in a fast-paced environment where clear communication and strong ownership make a visible difference. If you enjoy problem-solving, relationship building, and driving better outcomes, this is a great opportunity to grow your impact.
As a Client Service Account Manager (Associate) in Payments Client Service, you support a portfolio of treasury clients by resolving service needs, improving operational outcomes, and strengthening long-term relationships. You partner with teams across sales, operations, and product to remove friction and deliver a consistently strong client experience. You help us identify trends, increase adoption of self-service where appropriate, and reduce repeat issues through practical improvements.
Job responsibilities
Manage a portfolio of treasury clients and deliver responsive, high-quality service
Build trusted client relationships and anticipate service and operating needs
Resolve service issues end-to-end and communicate clearly on progress and outcomes
Partner with internal teams to address root causes and improve the client experience
Promote self-service tools to reduce repeat inquiries and improve efficiency
Analyze payment activity to identify process improvements and service opportunities
Support execution of client service plans aligned to client priorities
Document client interactions, issues, and proactive outreach in required systems
Identify and escalate potential risks or unusual client activity in line with expectations
Share best practices and contribute to team initiatives and continuous improvement
Surface ideas for product and process enhancements based on client feedback
Required qualifications, capabilities, and skills
Fluency in English and Italian or Spanish, with strong written and verbal communication skills
Experience delivering client service and managing a client portfolio in a professional services environment
Demonstrated ability to resolve issues end-to-end with clear ownership and follow-through
Strong organizational skills and ability to manage multiple priorities and deadlines
Ability to stay professional and solutions-focused in a fast-paced environment
Strong relationship management skills with the ability to build trust and credibility
Demonstrated negotiation and issue-resolution skills
Ability to collaborate effectively across teams and work independently when needed
Cultural sensitivity and awareness when working with diverse client groups
Proficiency in using multiple systems to track, manage, and resolve client requests
Sound judgment in identifying, documenting, and escalating potential risks
Preferred qualifications, capabilities, and skills
Knowledge of treasury services products, processes, and relevant risk considerations
Experience supporting payments, cash management, or transaction banking clients
Additional language skills beyond English and Italian or Spanish
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