Client Services Manager/Investment Banking

Spherion, in conjunction with one of the world's leading financial services providers, seeks a Client Services Manager (AVP level) (bilingual-Portuguese) to develop and maintain working relationships with clients, sales, implementation and product teams.

 

Job Description

(CSM) - Bi-Lingual Portuguese - Field and respond to customer inquiries, including problem solving and fact finding for both the client and the sales.  Provide the necessary support to sales in understanding and handling the various facets of a customer relationship. - Insure that proper pricing, standard as well as negotiated, is input and then tracked for accuracy on the various systems. - Address billing issues and pursue the collection of balance deficiency fees and managing outstanding receivables to a level not exceeding a past due period of ninety days. - Assist with the monitoring and the tracking of overnight overdrafts. Investigate the cause and work toward resolution. Keep all concerned parties (credit & management) apprised of all situations. - Comply with bank policies regarding overdrafts, account openings, account and product documentation, and funds control. - Go beyond the research function and initiate client service reviews through written questionnaires or personal interviews to track client satisfaction. Initiate projects to improve the service level. Customer service should be proactive in offering the client long term solutions, not just to resolve the specific problem at hand. - Identify new sales opportunities and tools (db cinq, db cash reporter, etc) which will result in increased customer satisfaction and refer clients to the appropriate sales team member. This includes participation in service quality calls and ongoing client interaction. - Support client training and client education of new products and services in conjunction with product management and sales. Proactively communicate with clients on topics of interest and concern. - Know all Cash Management products and Euro cash products and be able to speak proficiently about them with the client. - Be able to navigate all systems applicable to the customer service function (CAS, db-Internet, Collector, MTCOM, GIFTS, On Demand, Relationship Statements, WIS, CMIS, CAA, etc)

 

Required skills and experience
Must be fluent in Portugese (speaking, reading, writing)
1 year to 18 months experience in Cash Management Client Services or similiar environment (e.g. treasury) in a large financial institution
Exceptional understanding of Cash Management products and payment mechanisms
An awareness of new developments in the marketplace - e.g. e-commerce
IT literate in Microsoft software applications
Excellent communicator - ability to build rapport with people at all levels of seniority
Strong presentation skills - confident style, ability to explain product information clearly and effectively
Team Player - shares information, communicates effectively with other team members, delegates where necessary, involves others and is outgoing
Highly motivated to succeed - enthusiastic about the role, with the ability to take the initiative and be proactive
Ability to work under tight deadlines and pressure

 

No relocation package offered for this position

 

For immediate consideration, please click on the "apply online" button or send resume to: