BUSINESS CLIENT ADVISORY SERVICES MANAGER, AMERICAS

360T
New York, NY
Category Accounting
Job Description
The Business Client Advisory Services Manager, Americas will provide excellent client services to 360T clients, manage and solve incoming requests, and build relationships with key client contacts. The role requires 3-5 years of experience, a Bachelor's degree in finance or a related field, and proficiency in MS Office, particularly Excel.

Requirements

  • Provide excellent service for new and existing customers
  • Smoothly manage, solve, and complete all incoming requests from clients
  • Ensure a seamless onboarding for new clients onto our platform
  • Build and maintain relationships with key client contacts
  • Conduct client platform trainings (interactive and remote)
  • Maintain, document, analyze and improve existing workflows and processes
  • Oversee various project stages (product development, process implementation, regulatory/compliance, complex client setups)
  • Participation in quality assurance by testing our full range of products and various new features on our platform
  • Close interaction and cooperation with internal teams (e.g., Sales, Legal, IT, etc.)

Benefits

  • Clear career concept
  • Robust benefit package, including 401(K) employer match
  • Paid time off
  • 360T Academy
  • Performance appraisals on a regular base
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