Job Description

Top-tier global financial institution seeks Senior Client Service Manager for the New York office.

A Cash management solutions Implementation Manager’s mission is to guarantee the delivery of Cash Management services and ensuring end to end accountability. For advisory, implementation, maintenance, and support. Being a Cash Management solutions implementation Manager acts as a liaison between clients, Relationship Management, Sales Offers, Product Management and Operations teams.

Role Objectives: Delivery

• Be responsible for the setup of Cash Management solutions and proactively proposing solutions and anticipating client needs.
• Complete all the project phases, from scoping of the Cash management solutions to the implementation of Standard and complex solutions, maintenance, and support.
• Maintain regular communication with clients to keep them advised of service delivery progress and any other material issues arising.
• Ensure training of clients on implemented solutions.
• Ensure client’s satisfaction during the whole implementation, post-implementation, and maintenance processes.
• Follow internal control framework to ensure reliability and traceability of work completion.
• Report encountered issues and achievements to management.
• Communicate frequently with product management team to be aware of any product updates/enhancements.
• Participate ad-hoc project and create new operation flow, create manual, update agreement etc.
• Support junior member, share knowledge, supervise their action, and take care of complicated request together.
• Attend training sessions, seminars, and conferences to continue to learn new products & services, competitor landscapes, and more.

Qualifications and Skills

• BA/BS or equivalent experience
• 5+ years of client facing role at a major financial institution.
• Strong knowledge and actual working experience of Corporate Cash Management / Treasury services system/product implementation
• Strong team player
• Excellent communication skills both verbal and writing in English (Additionally Japanese is preferred)
• Ability to work under pressure and meet time critical deadlines.
• Ability to prioritize tasks and manage the time effectively.
• Proficient skills on MS Excel & PowerPoint
• Hybrid working: Recommend working in the office twice a week.

The anticipated salary range for this role is between $115,000 and $142,000. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, we offer a competitive portfolio of benefits to our employees.

Our employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from our office. It requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

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