dcsimg

Career Story: Client Service Manager For An Institutional Finance Corporation

Client Service Manager For An Institutional Finance Corporation

Job Title: Client Service Manager Banking

Type of Company: I work for a large institutional finance corporation.

Education: BS, Business Management •• BFA, Theatre Arts

Previous Experience: I am a Navy veteran and served in Vietnam, where I supervised five platoons and ran a communications shack. After I was discharged in the late '60s, I came to Boston to work in the stock exchange and went to college at night to get my degrees.

Job Tasks: My key responsibility is to make sure all client requests are received, logged into a tracking system, delegated to the appropriate person and promptly followed up on. Clients often ask us to send them checks, to transfer stocks and bonds from one account to another or to set up new accounts with the IRS and other government agencies.

Another part of my job is to take client requests and make sure we possess the documents we need to follow through on them. If it turns out we don't, I have to contact the client or his advisors to let them know what we are missing.

I am in constant client contact but being on top of everything is my paramount concern -- that and making sure my staff is well-trained. Once a request is completed by my staff, it is my job to review it and sign off on it or reject it. If the job was done properly and to my satisfaction, I will send a confirmation of completion to the client or his advisors.

Best and Worst Parts of the Job: The best part of my job is the day-to-day contact with our clients and helping them get their requests completed in a timely fashion. I have been doing this job for over 20 years so it is easy but at the same time challenging due to the variety of requests we get and the different parameters we must meet.

The worst part of my job is when we can't complete a client's request and they feel like we are not trying our best or they may be having a bad day and they need someone to take their frustration out on and it happens to be me and my staff. Quite the challenge, to say the least.

Job Tips:
1. Take as many courses and attend as many training sessions as you can and don't be afraid to asked for help if you don't know how to do something.

2. Never assume you know what is being asked of you if you have never done the task before. It is always better to get it right the first time for both the client's sake and yours. But don't be intimidated either, and do what you need to do.

Popular Schools offering Customer Service Management Programs

quickinfoThese schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Request Info links.

Matching School Ads

Liberty University provides a world-class education with a solid Christian foundation, equipping men and women with the values, knowledge, and skills essential for success in every aspect of life.

  • Programs: AA in Business
  • Degrees: Associate

Push Your Creativity To The Next Level

  • Programs: Music Production, Bachelors of Science (Online), Audio Production Bachelors (Online)
  • Degrees: Bachelor
The Art Institutes system of schools
North Hollywood, Sacramento, San Bernardino, San Diego, San Francisco, Santa Ana, Santa Monica, Sunnyvale

With an education from an Art Institutes school, imagine what you could create.

  • Programs: Culinary Management (BS), Hospitality Food & Beverage Management (BS)
  • Degrees: Bachelor

About Baylor University

Baylor is nationally-ranked as a research and academic institution by both U.S. News & World Report and Kiplinger’s.

  • Programs: Master of Business Administration
  • Degrees: Master

Earn your graduate degree online with Northcentral University.

  • Programs: General Business - D.B.A., MBA - Building Creativity, MBA - Strategic Management, more...
  • Degrees: Doctorate, Master, Bachelor
Argosy University
Alameda, Los Angeles, Ontario, Orange, Phoenix, San Diego

Welcome to Argosy University

Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges:  College of Behavioral Sciences, Graduate School of Business and Management, College of Education,  College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.

  • Programs: Business Administration (AS) (Online), Business Administration (BS) (Online), Business Administration (BS), more...
  • Degrees: Associate, Bachelor

See What’s Possible When You Earn a Degree at Florida Tech 100% Online

  • Programs: Bachelor of Arts in Business Administration/Management, Master of Business Administration, Associate of Arts in Business Administration, more...
  • Degrees: Bachelor, Master, Associate, Certificate

Making the decision to earn your degree and pursue your career goals could be the best decision you ever make. Enroll at ECPI University and you’ll join a collaborative and fostering learning environment, surrounded by faculty and staff who are there to support you through the entire process.

 

  • Programs: Business Administration - Bachelor's
  • Degrees: Bachelor

The University of West Florida (UWF) has a central mission.

  • Programs: Master of Business Administration - General
  • Degrees: Master

UT Tyler is one of the fastest-growing universities in the renowned University of Texas System.

  • Programs: Master of Business Administration
  • Degrees: Master
Matching School Ads

Additional Career Stories for Managers

The inside stories from people actually working in the field.
Click a story title to show the story, and click the title again to hide it.

All Types

You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Managers, including:

Back to Top
SPEAK TO AN ADVISOR 1.844.285.6104