Sao Paulo, SP, Brazil
5 hours ago
Client Sales Manager - Vice President

The Client Sales Manager Vice President position reporting to the regional Team Leader is responsible managing the ongoing administration of a portfolio of Escrow relationships. The Client Sales Manager works very closely with clients and partner areas to support the business and provide client solutions and services.

These responsibilities include ensuring the following:

Client Service:

Provide first class client service by proactively anticipate client needs, responding quickly and accurately to client requests, offering solutions to client needs and developing and maintaining client relationshipsWell-rounded knowledge of systems, policies, and procedures

Ongoing Administration:

Responding in a timely manner and with excellence to client requests, to account ticklers, payment requests, and escrow claim noticesManaging administration and risk aspects of account portfolio in addition to having all systems properly updatedManaging accounts so that overdrafts, write-offs, uninvested cash, operating losses, and business risk is avoidedEnsuring that all account activities are in compliance with the relevant governing escrow agreement and JPMorgan policies and procedures including account documentation, callbacks, investments, account setup, account termination and claims process

Team Role:

Collaborate with the team when there is high volume and provide backup during absencesDevelop and maintain strong relationships with JPMorgan partner areas, namely operations and legal teamsPartner with Products and Sales to maximize new business opportunities with existing client baseParticipate in special projects as necessary including the timely and accurate completion of project related deliverables

Qualifications

Bachelor's Degree in Administration or Business+ 5 years work experience in financial services, preferably in Escrow, Account Bank, Trust or Custody, mainly with structured dealsFamiliarity with legal agreementsTeam PlayerExceptional interpersonal relationship skillStrong Verbal and Written Communication skillsExcellent organizational skills/Attention to DetailExcellent PC skills including Word and Excel
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