Client Relationship Builder

Há 2 dias

Buenos Aires, Brasil beBeeClient Tempo inteiro US$90.000 - US$150.000
Job Description

The role of a Client Service Account Manager is to establish strong business relationships and drive revenue growth. As a key member of the North America Financial Institutions Group Client Service team, you will support the broader Client Service organization.

Our Global Service organization comprises approximately 600 personnel, dedicated to supporting the Firm's Global Banking business clients by managing relationships and providing middle office support.

Your objective will be to build trust with clients, maintaining and growing their business through enhanced collaboration and strategic advice.

Responsibilities
  • Serve as a liaison between various teams to provide impactful reporting and insightful analyses, facilitating informed business decisions.
  • Produce presentations, analyses, and supporting materials for key internal clients, including senior management, and support ad-hoc projects and requests.
  • Build and maintain databases to monitor proprietary deal-related information, enabling enhanced business insights.
  • Facilitate and manage data-based initiatives, including client coverage organization, headcount projections, and talking points for senior management meetings.
  • Prepare and summarize Key Performance Indicators for year-end evaluation and compensation decisions, developing qualitative and quantitative financial analysis.
  • Efficiently report analytics and strategy, including location strategy, span of control, and reporting and analytics.
  • Create financial business cases supporting business initiatives and report on key metrics, driving data quality initiatives.
  • Perform variance analysis to understand key drivers of results and present commentary to senior managers, designing new reports and dashboards.
  • Enhance controls and streamline processes, introducing automation where possible, and own current-state processes to identify opportunities for improvement.
Required Qualifications, Capabilities, And Skills
  • Background – Experience of working in Financial Services. Bachelor's degree in Business, Finance, Economics, or other related area.
  • Problem solving – Pro-active and intuitive thinker focused on asking the right questions to improve the status quo and implement solutions.
  • Experience working with analytical tools such as Alteryx, Tableau, business intelligence, and dashboard tools.
  • Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
  • Detail-oriented and able to handle multiple projects and initiatives simultaneously.
  • Communication – Excellent written and oral communication skills.
  • Content development – Interested in strengthening ability to deliver high-quality presentations and reporting.
  • Fluent in English.
Benefits

As a valued member of our team, you will have access to ongoing training and development opportunities, fostering your career growth and success.

About The Team

Our Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.

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