Senior Client Success Associate — Financial Services

Archer; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Archer in the United States seeks a Client Success Senior Associate for its Commercial & Investment Bank group, focusing on deepening relationships with major clients nationwide. You will partner with Bankers, Treasury Management Officers, and KYC teams to deliver superior client experiences and drive retention and growth.

This role emphasizes collaboration and strategic client reviews. The position supports onboarding of new clients, coordinates with risk and operations, and engages in sales

Qualifications

• Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support.
• Comprehensive knowledge of Treasury Products and Services.
• Proven client interaction skills to calibrate & manage client expectations.
• Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues.
• Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
• Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
• Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Responsibilities

• Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
• Manage/resolve client escalations and issues
• Help the coordination and project management of product implementations and service related needs
• Assist in relationship review documents, visualizations from data sets
• Maintain ongoing relationship management routines
• Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
• Work with Risk partners for certain elements of risk management including fraud prevention.
• Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
• Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
• Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues
• Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals

Skills

Treasury products knowledge

Client interaction skills

Problem resolution

Cross-functional collaboration

MS Office proficiency

Team building

Stakeholder management

Communication tools (WebEx/Zoom)

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Project

PowerPoint

Excel

WebEx

Zoom

Job description

Archer in the United States seeks a Client Success Senior Associate for its Commercial & Investment Bank group, focusing on deepening relationships with major clients nationwide. You will partner with Bankers, Treasury Management Officers, and KYC teams to deliver superior client experiences and drive retention and growth.

This role emphasizes collaboration and strategic client reviews. The position supports onboarding of new clients, coordinates with risk and operations, and engages in sales