Talantix.io
Metrobank•08.03.26
AI SCORE 8.5

Account Servicing Manager - Remote Position

$60K–$80K/year
RemoteBanking & Financial Services
Account Management•Client Relations•Transaction Processing•Regulatory Compliance•Investment Management•Cross-Functional Collaboration

About the Role

We are seeking an experienced Account Servicing Manager to join our team remotely. In this role, you will be responsible for the efficient and compliant execution of day-to-day transactional requirements of customers, enabling volume and profitability growth.

What You'll Do

  • Provide transactional support to Account Managers of Trust to ensure timely and compliant execution of client instructions.
  • Monitor fixed income maturities, interests, and dividend income to ensure timely deployment.
  • Service clients’ investment instructions, including time deposits and market orders, in an organized manner.
  • Coordinate closely with Account Managers for seamless handover of clients.
  • Ensure compliance with internal and external regulations for all transactions.
  • Review appropriateness of transactions and flag non-compliant orders.
  • Identify inefficiencies and recommend improvements for service and process enhancements.
  • Embrace innovation and continuous improvement in account servicing practices.

Requirements

  • Proven experience in account management processes, including onboarding and maintenance.
  • Strong communication skills, both written and oral, to interact with clients and colleagues.
  • Ability to work effectively with cross-functional teams and handle client inquiries.
  • Technological proficiency and comfort navigating systems and platforms.
  • Required certifications: SEC Fixed Income Salesman (Phase 1 and 2) and UITF Certification Program (UCP).
  • Attention to detail and a strong customer service mindset.
  • Ability to make logical decisions under pressure while balancing client needs with compliance considerations.
  • Experience in handling volume transactions and organizing tasks by priority.

Nice to Have

  • Experience in Trust Banking or Financial Services.
  • Knowledge of investment and portfolio management.
  • Familiarity with regulatory standards and internal controls.

What We Offer

  • Competitive salary with potential for growth.
  • Remote work flexibility to maintain work-life balance.
  • Opportunities for professional development and continuous learning.
  • Supportive team environment with a focus on collaboration.
  • Health and wellness benefits.
Why This Job8.5 of 10

This Account Servicing Manager position at Metrobank offers a unique opportunity to work remotely while managing client transactions and ensuring compliance. With a competitive salary and a focus on professional growth, this role is ideal for experienced professionals in the banking sector.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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Proficiency in transaction processing systems such as SWIFT or ACH, enabling seamless execution of client transactions while ensuring regulatory compliance.

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Strong client relations skills with the ability to build trust remotely, utilizing tools like Zoom or Microsoft Teams to facilitate effective communication and relationship management.

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A detail-oriented mindset with a solid understanding of investment management principles, ensuring accurate monitoring of fixed income maturities and compliance with financial regulations.

Learning Resources

→Account Management Fundamentalscourse
→Introduction to Transaction Processingcourse
→Regulatory Compliance in Financial Servicesarticle

Career Path

Account Servicing Manager(Now)→Senior Account Manager(1-2 years)→Account Director(3-5 years)

Market Overview

Market Size 2024
$80B
Annual Growth
10.5%
AI Adoption in Account Management
34%
Investment in Client Management Tools
+25%
Labour Demand for Account Managers
+15%
Avg Salary for Account Servicing Manager
$95K

Skills & Requirements

Required
Account ManagementClient RelationsTransaction Processing
Growing in Demand
Data AnalyticsCustomer Experience ManagementCRM Software Proficiency
Declining
Traditional Sales TechniquesManual Transaction Processing

Domain Trends

Rise of AI in Client Relations
34% of companies are adopting AI tools to enhance client interactions, leading to more personalized experiences and efficient service delivery.
Shift to Remote Account Management
70% of account managers are now working remotely, driving demand for digital communication tools and virtual relationship management strategies.
Increased Regulatory Compliance Focus
With 60% of firms reporting stricter compliance demands, account managers must now prioritize regulatory knowledge in their client servicing strategies.

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