Client Partner

• Responsible for developing and maintaining relationships with Corporate Trust clients
• Reviews and accepts new client relationships based on business line account acceptance policies and procedures
• Provides quality service based on client needs and resolves problems quickly and effectively
• Works closely with new business development staff, serving as a collaborative business partner
• Identifies business risks and operational challenges and mitigates risk
• Coordinates the development and implementation of operational changes within the unit
• May be responsible for meeting revenue, new business and expense goals
• May manage, hire, and train staff to meet business objectives

Client Manager

• Conduct personnel management activities including performance management
• Create a supportive environment for team engagement
• Implement strategy with senior management
• Collaborate to ensure customer needs are prioritized
• Evaluate current processes for issues and efficiencies
• Manage queries and concerns promptly and effectively

• Drive Strategic Prospecting and Deal Closure - Own and nurture key executive & C-suite/L2 relationships to understand and anticipate all potential needs that IRM could support.
• Lead the full sales cycle, including joint ownership of contract negotiations, required documentation, and team coordination to close deals and secure revenues.
• Shape and Solution Complex Client Needs - Lead discovery and first meetings, driving a relevant and differentiated solution play that matches customer demands with IRM's proposition.
• You will drive "process forward" innovations, particularly focusing on customer-driven innovation.
• Lead Account Management and Planning - Own overall account strategy, defining the vision, white space mapping, competitive landscape, and stakeholder mapping.
• You will also act as the quarterback for accounts, accountable for everything from opportunity identification to issue resolution.

Managing Client Partner, HLS

• Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs.
• Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized.
• Prepare, deliver, and review agreements.
• Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.
• Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
• Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives.
• Partner with the Implementation Specialist Team on more complex client implementations.
• Work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s).

Senior Client Manager, Middle Market

• Responsible for delivering BSI’s audit services to assigned clients
• Manage a portfolio of assigned clients based on location and ensure a match of qualifications and client contract requirements
• Contact clients and confirm the visits, plan the assessments, make travel plans, conduct the assessments and report on the results
• Monitor the client accounts to ensure that records, visit cycle, invoicing and other related matters are properly dealt with to assure client satisfaction
• Follow the training plan developed by the Scheme Director to reach assessor status and then Lead Assessor status
• Lead teams when necessary, mentor, and coach new or inexperienced colleagues as needed

See all jobs on JobTailor

Client Manager

Client Manager

Managing Client Partner, HLS

Senior Client Manager, Middle Market

Client Manager – Automotive