Associate Client Account Manager

4 weeks ago

Columbus, Ohio, United States Cass Information Systems Full time
Job Title: Associate Client Account Manager - Hybrid Role

Job Summary: We are seeking an experienced Associate Client Account Manager to join our team at Cass Information Systems. As a key member of our client support team, you will be responsible for managing mid-tier client accounts, developing strong relationships with clients, and driving account growth.

Key Responsibilities:

  • Manage all service activities with mid-tier customers, communicating effectively to develop authoritative relationships.
  • Possess a thorough understanding of Cass services and tools, making recommendations to improve process efficiency and quality.
  • Independently process and respond to internal and client questions, processing issues, and other requests according to company defined procedures.
  • Demonstrate the ability to coordinate the assignment and management of customer priorities.
  • Thoroughly analyze issues and requests, clearly communicating solutions to customers.
  • Ensure the application of best practices through consistent evaluation of key metrics, driving process improvement efforts to advance account standing.
  • Create and maintain a detailed project log to track system enhancements and account related process improvement activities.
  • Ensure the successful delivery of new solutions according to customer needs and objectives.
  • Keep leadership, internal resources, and customers informed of significant issues on a timely basis.
  • Act as a positive representative of the company, both internally and externally, in accordance with written principles of the organization.
  • Share knowledge of duties and clients with fellow employees, helping to train and mentor fellow employees.

Requirements:

  • Strong, well-developed interpersonal skills to maximize client responsiveness and develop working relationships.
  • A high level of analytical skills to process client inquiries, evaluate client requests and procedures, and implement as appropriate.
  • Well-developed organizational skills with consistent time management to handle multiple tasks simultaneously.
  • Proficient in Microsoft Office suite, with a focus on Excel (pivot tables/Vlookups).
  • General SQL knowledge may be required for TIS division.
  • A strong ability to communicate effectively, both written and verbally at all levels.
  • Ability to travel up to 15%.
  • A technical level of knowledge normally acquired through completion of a bachelor's degree in business administration, data processing, or related area, or an equivalent combination of education and experience.
  • 2-4 years of customer relations experience in a technical or business service environment, including 1-2 years of account management experience preferably with dedicated accounts.

About Cass Information Systems: Cass Information Systems is a leading provider of integrated information and payment management solutions. We enable enterprises to achieve visibility, control, and efficiency in their supply chains, communications networks, facilities, and other operations. Disbursing over $90 billion annually on behalf of clients, and with total assets in excess of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000. We are an equal opportunity employer and a protected veterans/individuals with disabilities employer.

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