CLIENT MANAGER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Nov 20, 2024 - The Client Manager brings extensive experience from a practice environment to adeptly manage a diverse client portfolio. Demonstrates a solid history of building and sustaining robust client relationships through proactive problem-solving and effective communication at all levels. Exhibits strong organizational skills, marketing acumen, and a flexible attitude toward embracing new challenges and changes.

Essential Hard and Soft Skills for a Standout Client Manager Resume
  • Portfolio Management
  • Financial Analysis
  • CRM Software Proficiency
  • Strategic Planning
  • Market Research
  • Regulatory Compliance
  • Contract Negotiation
  • Project Management
  • Data Analytics
  • Digital Marketing
  • Communication
  • Relationship Building
  • Problem-Solving
  • Adaptability
  • Teamwork
  • Leadership
  • Client Focus
  • Attention to Detail
  • Time Management
  • Conflict Resolution

Summary of Client Manager Knowledge and Qualifications on Resume

1. BA in Business Administration with 3 years of Experience

  • Have proven experience of working in a practice environment.
  • Experience in managing a client portfolio.
  • Have a proven track record of establishing and maintaining strong client relationships
  • Have a proactive approach to problem-solving and delivering client solutions.
  • Be a motivated individual and able to work alone or as part of a team.
  • The ability to take responsibility and use own initiative to resolve problems and issues.
  • Ability to communicate clearly with colleagues and clients at all levels.
  • Strong organization and planning skills and attention to detail.
  • The ability to positively embrace changes and new challenges.
  • Documented experience in marketing and an understanding of how the full marketing mix works together.

2. BA in Marketing with 5 years of Experience

  • Strong IT skills are essential including good Excel skills and previous experience  
  • Well-organized, a good team player, and possess a problem-solving approach. 
  • Proactive with an ability to work with technology to benefit the client and business. 
  • Demonstrable experience in ad-hoc projects is ideal.
  • Experience working within marketing and coordinating media strategy and media purchasing 
  • Experience in customer management
  • Relevant team management experience (min 20 people)
  • Strong AP domain knowledge
  • Previous experience in supporting transformation and productivity projects
  • Managerial skills with a focus on budget control

3. BA in Communications with 4 years of Experience

  • Experience in banking or other relevant environment
  • English and/or local language skills as relevant to country requirements
  • Exceptional collaboration skills and ability to work effectively in a team
  • Excellent communication skills - verbal and written with the ability to engage effectively with stakeholders at all levels both internal and external
  • Strong ability to problem-solve
  • Demonstrated ability to work under pressure, operate with a sense of urgency and deliver to tight deadlines
  • Well organised with a strong ability to prioritise effectively
  • Client focused mindset with demonstrated success in building strong client relationships and/or engaging and servicing clients effectively
  • Strong understanding of client delivery processes and adherence to standards and controls
  • Strong product knowledge including cross-product operational knowledge and/or experience

4. BA in Finance with 6 years of Experience

  • Comprehensive understanding of all systems required to effectively manage the client account
  • Knowledge of coverage policies core to the responsibilities of this role i.e. CDD, Credit, and Bank legal documentation frameworks
  • Strong understanding of Credit & AML Risk
  • Comprehensive understanding of the network and ability to facilitate network delivery through relevant documentation support
  • Understanding of the client's account management needs and expectations
  • Sound analytical skills to identify emerging risks, analyze transactional reports, and identify issues
  • Ability to meet the client's account maintenance needs and effectively support the GAM/FAM with all process, reporting and documentation management requirements including CDD and Credit support
  • Ability to meet deadlines while working on multiple accounts
  • Presenting creative work, developing professional and persuasive presentation skills 
  • Strength of multi-tasking, operating quickly and efficiently

5. BA in Advertising with 2 years of Experience

  • Understanding & background in Communication & General IT Technology Account Management. 
  • Ideal experience would be in customer service or contact center cloud technologies
  • Good broad understanding of all aspects of technology ideally with some experience in Customer Service, Digital and Cloud technologies
  • Solid understanding of business, financials, products/services, the market and the needs of assigned accounts to enable negotiation on contractual terms
  • A track record of broad account planning activities within aligned customer base, working with the customer to build long term roadmaps that are aligned with business objectives and ROI driven outcomes
  • Proven track record in personal opportunity development & maintaining a network of lead sources
  • Excellent spoken and excellent written English able to explain issues clearly and in detail to a variety of audiences
  • Strong computer skills in Word, and Excel, Outlook, PowerPoint
  • Excellent communication & presentation skills with the ability to confidently present to senior people
  • Strong interpersonal skills in building and maintaining collaborative relationships with cross-functional teams with a desire to exceed customer expectations

6. BA in Public Relations with 4 years of Experience

  • Strong IRIS, Xero, Sage, and QuickBooks experience
  • A proven track record in this kind of role
  • Good commercial acumen
  • Excellent time management and priority-setting
  • An understanding of the pressures and importance of effective portfolio management
  • Ability to communicate well with clients and understand requirements
  • Has an excellent understanding of the business and related compliance, conduct, and operational risks. 
  • Strong organizational skills are a must with the ability to adjust as needed and rapidly
  • Skills and competencies developed through direct selling within major accounts
  • Experience in working with complex or large territory/account, products/services, sales or account management processes
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