Strategic Client Account Manager, Financial Services

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

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.