Client Service Account Manager - Treasury Services (Financial Institutions) – Associate

Client Service Account Manager - Treasury Services (Financial Institutions) – Associate

Join a growing Treasury Services client servicing team in India and take ownership of key financial institution relationships. You will be the trusted point of contact for escalations and service reviews, working closely with internal teams to deliver timely outcomes and a strong client experience. This role suits someone with maturity in stakeholder management, a client-first mindset, and the adaptability to take on broader responsibility as the team grows.

As a Client Service Account Manager, Associate in Treasury Services, you will manage a portfolio of top-tier financial institution clients, supporting their correspondent banking needs. You will lead service reviews, handle escalations end-to-end, and coordinate with internal partners to resolve complex issues and improve service delivery. You will also track key performance indicators and contribute to initiatives that strengthen client experience and operational efficiency. This role requires strong cash management product knowledge, proven relationship skills, and the ability to operate independently in a fast-paced environment.

Job responsibilities

• Own a portfolio of financial institution clients, providing day-to-day servicing for correspondent banking needs and ensuring a strong client experience.
• Lead escalations end-to-end, coordinating internal coverage, setting clear ownership, and driving timely resolution.
• Run regular service reviews, addressing complex inquiries, tracking actions to closure, and aligning on service priorities.
• Partner with internal stakeholders to resolve issues, manage dependencies, and deliver on client commitments.
• Identify opportunities to improve service delivery and support product adoption by sharing client insights and removing operational friction.
• Contribute to client experience and service improvement initiatives, supporting planning, delivery, and adoption.
• Track key performance indicators and country objectives, providing clear updates and escalation of risks or trends as needed.
• Build capability across the team by learning new products/processes quickly and taking on broader scope as required.

Required qualifications, capabilities, and skills

• Bachelor’s degree.
• Minimum 8 years of experience working in client facing, sales support or related roles
• Experience managing financial institution clients, with proven ability to build trust and manage senior stakeholder relationships.
• Strong understanding of global cash management products, including clearing and remittance products.
• Strong client-centric mindset, with the ability to manage escalations professionally, set expectations, and communicate clearly.
• Strong ownership and judgement, with the ability to work independently, prioritise effectively, and deliver accurate outcomes under time pressure.
• Adaptability and learning agility, with the capacity to take on broader scope as the team grows.
• Strong partnership skills, with the ability to influence and coordinate across multiple internal teams to drive outcomes.

Preferred qualifications, capabilities, and skills

• Experience supporting correspondent banking client needs in a treasury services environment.
• Experience contributing to client service improvement or transformation initiatives.

Experience Level

Mid Level