Specialist, Client Coverage II
About The Position
We’re seeking a Specialist II, Client Coverage to join the Global Payments & Trade Client Executive team in Lake Mary, FL. The role oversees assigned client accounts, which are typically small and non-complex, often involving a single product. The incumbent is building account-management experience and mastering the fundamentals of the discipline and the firm’s products and services, with guidance from a more experienced Account Manager as needed. The position serves as the day-to-day point of contact for assigned clients, supporting their satisfaction and needs while coordinating service, resolving problems within the incumbent’s scope of knowledge, and escalating relevant issues. Responsibilities are limited to the incumbent’s own accounts, with possible secondary support for a large or key account under a more senior Account Manager. The role has no direct reports.
Requirements
- Bachelor’s degree or an equivalent combination of education and experience is required.
- One to three-plus years of total work experience preferred.
- Experience in Client Coverage, Sales, Account Management, or Client Service Delivery preferred.
Responsibilities
- Oversee assigned client accounts to support client satisfaction, timely responses, efficient problem resolution, contract and operational compliance, risk mitigation, and KYC responsibilities.
- Consult with clients on best practices, solutions, and regulatory changes to support client engagement.
- Proactively consult small, non-complex client accounts, maintain client satisfaction, and listen for cues about client needs.
- Track and report on client metrics.
- Act as the day-to-day point of contact for clients.
- Stay informed about client account activity throughout the firm.
- Liaise with internal and external operations contacts to coordinate client service.
- Escalate relevant issues to senior team members or management.
- Assist with managing client inquiries and resolve problems within the scope of knowledge.
- Develop an understanding of assigned clients’ business environments, industry trends, and competitor services and offerings.
- Provide secondary support on a large or key account under the guidance of a more senior Account Manager, as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
