Account Manager - Finance

SouthStar Capital, LLC; Mount Pleasant, Northern (SC, KY); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Health Savings Account

401(k) with company matching

Short-Term Disability insurance

Paid time off

Job summary

SouthStar Capital in Mount Pleasant, SC is seeking a motivated and detail-oriented Client Account Manager to join our team. You will manage an established portfolio of business clients, serving as their primary contact and advocate within our organization.

This client relationship management role emphasizes service, timely responses, and accurate record-keeping, with a clear path for growth and long-term career in financial services.

Qualifications

• Minimum of 3 years of experience in a financial services environment.
• Strong financial acumen and demonstrated professional ethics.
• Reliable, detail-oriented, and solution-focused with consistent follow-through.
• Excellent verbal and written communication skills.
• Strong decision-making, organizational, and problem-solving abilities.
• Proficiency with Microsoft Office Suite and general computer literacy.

Responsibilities

• Build and maintain strong client relationships through exceptional service and proactive communication.
• Deliver timely, professional responses to client inquiries and follow up consistently on outstanding items.
• Develop a thorough understanding of each client's business to assess future credit needs and opportunities.
• Assist clients with product-related questions and provide effective troubleshooting support.
• Serve as the primary liaison between clients and SouthStar's management and underwriting teams.
• Perform invoice verification and debtor notifications in accordance with company procedures.
• Maintain accurate and up-to-date records within SouthStar's internal systems per operational guidelines.
• Advocate on behalf of clients by providing decision-makers with relevant data and context.
• Monitor client activity and remain vigilant for indicators of suspicious or unusual behavior.
• Manage the risk and profitability of an assigned client portfolio.

Skills

Client relationship management

Financial services

Communication

Attention to detail

Problem solving

Microsoft Office

Education

Associate's degree

Bachelor's degree preferred

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Charleston, Mount Pleasant, SC, US

30+ days ago Requisition ID: 1025

Salary Range: $60,000.00 To $65,000.00 Annually

Account Manager

SouthStar Capital | Mount Pleasant, SC

About SouthStar Capital

SouthStar Capital is an asset-based B2B lender specializing in factoring solutions. In business since 2008, we are committed to helping businesses grow and thrive through strategic financial partnerships. To learn more about our company and services, visit www.southstar.com .

Position Overview

SouthStar Capital is seeking a motivated and detail-oriented Client Account Manager to join our team in Mount Pleasant, SC. In this role, you will be responsible for managing and nurturing an established portfolio of business clients, serving as their primary point of contact and advocate within our organization. This position offers a clear path for professional growth and expanded responsibility for high-performing individuals who are serious about a long-term career in financial services.

Please note: This is a client relationship management role, not a sales position.

Primary Responsibilities

• Build and maintain strong client relationships through exceptional service and proactive communication
• Deliver timely, professional responses to client inquiries and follow up consistently on outstanding items
• Develop a thorough understanding of each client's business to assess future credit needs and opportunities
• Assist clients with product-related questions and provide effective troubleshooting support
• Serve as the primary liaison between clients and SouthStar's management and underwriting teams
• Perform invoice verification and debtor notifications in accordance with company procedures
• Maintain accurate and up-to-date records within SouthStar's internal systems per operational guidelines
• Advocate on behalf of clients by providing decision-makers with relevant data and context
• Monitor client activity and remain vigilant for indicators of suspicious or unusual behavior
• Manage the risk and profitability of an assigned client portfolio

Qualifications

Required:

• Minimum of 3 years of experience in a financial services environment
• Strong financial acumen and demonstrated professional ethics
• Reliable, detail-oriented, and solution-focused with consistent follow-through
• Excellent verbal and written communication skills
• Strong decision-making, organizational, and problem-solving abilities
• Proficiency with Microsoft Office Suite and general computer literacy
• Ability to manage ambiguity, adapt quickly, and maintain composure under pressure
• Self-motivated with a positive, client-first attitude

Education:

• Associate's degree required; Bachelor's degree preferred

Salary:

$60,000 - $65,000 (based on experience) base salary per year, plus performance-based bonuses

Benefits Package:

• Medical, dental, and vision insurance
• Health Savings Account (with qualifying plan)
• 401(k) with company matching
• Short-Term Disability (LTD) insurance
• Paid time off

Schedule:

Full-time | Monday-Friday | 8-hour shifts

Work Location

In-person | 840 Lowcountry Blvd, Mount Pleasant, SC 29464 Candidates must be able to reliably commute or plan to relocate prior to their start date.