Client Sales Manager

Há 12 horas

São Paulo, São Paulo, Brasil JPMorganChase Tempo inteiro
Description

The Client Sales Manager Vice President position reporting to the regional Team Leader is responsible managing the ongoing administration of a portfolio of Escrow relationships. The Client Sales Manager works very closely with clients and partner areas to support the business and provide client solutions and services.

These responsibilities include ensuring the following:

Client Service:

  • Provide first class client service by proactively anticipate client needs, responding quickly and accurately to client requests, offering solutions to client needs and developing and maintaining client relationships
  • Well-rounded knowledge of systems, policies, and procedures

Ongoing Administration:

  • Responding in a timely manner and with excellence to client requests, to account ticklers, payment requests, and escrow claim notices
  • Managing administration and risk aspects of account portfolio in addition to having all systems properly updated
  • Managing accounts so that overdrafts, write-offs, uninvested cash, operating losses, and business risk is avoided
  • Ensuring that all account activities are in compliance with the relevant governing escrow agreement and JPMorgan policies and procedures including account documentation, callbacks, investments, account setup, account termination and claims process

Team Role:

  • Collaborate with the team when there is high volume and provide backup during absences
  • Develop and maintain strong relationships with JPMorgan partner areas, namely operations and legal teams
  • Partner with Products and Sales to maximize new business opportunities with existing client base
  • Participate in special projects as necessary including the timely and accurate completion of project related deliverables

Qualifications

  • Bachelor's Degree in Administration or Business
  • + 5 years work experience in financial services, preferably in Escrow, Account Bank, Trust or Custody, mainly with structured deals
  • Familiarity with legal agreements
  • Team Player
  • Exceptional interpersonal relationship skill
  • Strong Verbal and Written Communication skills
  • Excellent organizational skills/Attention to Detail
  • Excellent PC skills including Word and Excel

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