Financial Services Account Manager Professional
1 month ago
We are seeking a detail-oriented and proactive individual to join our finance team as a Client Financial Account Manager.
About the Role:The ideal candidate will be responsible for managing financial records, ensuring compliance with regulations, and providing insightful financial analysis to support decision-making. This role is perfect for someone who excels in product expertise, customer support, data-driven solutions, case management, payments support, troubleshooting, transaction tracing, and team collaboration.
Key Responsibilities:
- Serve as the go-to resource for product inquiries and questions.
- Diagnose and resolve business or technical problems faced by customers.
- Propose data-driven solutions to enhance customer experience and product adoption.
- Track and manage support cases efficiently using our automated support portal.
- Provide comprehensive payment support via phone and email, including troubleshooting payment transactions and resolving issues with third-party processors.
- Identify and resolve technical issues related to our products and payment systems.
- Trace transactions within our systems to pinpoint the root cause of problems and implement corrective actions.
- Work closely with other support teams to ensure seamless customer service.
- Provide expert guidance and support during escalated client calls.
- Contribute to the development and maintenance of customer-facing knowledge base content.
To succeed in this role, you should have at least 13-24 months of experience as a Customer Service Representative and a minimum of a High School Diploma (old curriculum). Excellent verbal and written communication skills are essential, along with the ability to ask probing questions and problem resolution skills. You should also be able to follow instructions for specific customer resolutions tasks and be willing to work on-site in Clark sites.
Compensation:We offer a competitive salary range of $45,000 - $60,000 per annum, depending on your level of experience and qualifications.
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