Client Servicing Manager
Core
Primary point of contact for strategic partners, managing support, resolving escalations, and facilitating internal delivery to drive product adoption.
Role type
Senior Client Servicing Manager
Builds
Customer support processes, escalation mechanisms, and compliance procedures for financial institutions
Domain
Financial services / Payments
Deliverable
dashboards & analysis
Required skills
Customer support, escalation management, root-cause analysis, service management, critical thinking, product knowledge, regulatory compliance, process improvement
Preferred skills
Financial services/banking experience, merchant servicing experience
Technologies
Case management systems, EWS tools
Responsibilities
Manage incoming customer calls, emails, and social media support; resolve incidents and complaints; manage customer escalations and negotiate compromises; ensure departmental compliance with internal policies; formulate recommendations for process efficiencies; coordinate responses to audit and regulatory examinations.
Seniority
Senior, hands-on IC
