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Client Services Manager

Vistra Chicago ,IL
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

The purpose of the Client Service Manager (CSM) is to plan, manage and support the relationship between the client and the internal services offered by Vistra International Expansion. The CSM will be providing up-to-date and relevant professional, technical and proactive solutions to business situations. It is extremely important for this individual to be able to relate, interpret and connect the client to the appropriate lines of service within the organization and to help ensure the timely delivery of all services. The CSM, with support from the Client Service Directors (CSD’s) and others, will also generate incremental revenue by identifying and/or recording opportunities for Vistra International Expansion to provide additional services to meet client needs.  

The ideal candidate will possess a degree or specialized certification in Accounting (ideally a CPA), or at least 3-5 years’ experience in providing expertise to clients in the fields of accounting and/or compliance. Experience with international accounting, payroll, or compliance is preferred; experience in international business is required for candidates with no relevant degree or certification.

Major Responsibilities: 

  • Hold a portfolio of clients and/or provide support to CSD’s on their portfolio of clients.  Remain technically up to date and develop sufficient knowledge of other core business areas to identify needs and direct work assigned by clients
  • Develop strong relationships with clients, colleagues and lines of service - personnel, recommending strategies and solutions to best satisfy client needs and requirements
  • Continuously review clients operations, identify risks and present solutions to meet requirements
  • Maintain regular (weekly, monthly, quarterly) contact with clients in line with the agreed client contact plan
  • Liaise daily, weekly and monthly with CSD’s and other colleagues to ensure standards are maintained
  • Produce reports of developments/issues and produce account plans for reports to VP of Global Client Services (VP of GCS)
  • Contribute to the identification and recommendation of methods of improving quality of service and operational effectiveness within the organization
  • At all times remain solution focused and a positive steward of the Vistra International Expansion brand
  • Coordinate, support, liaise with and build relationships with Vistra International Expansion departments to help deliver high quality service to meet the clients requirements and deadlines
  • Ensure the VP of GCS or the CSD if fully aware of any difficulties/challenges in meeting client’s requirements after exhausting all other  avenues Through effective people management skills and project management ability, work with relevant Heads of Departments to identify tasks, distribute/delegate work, set timescales, track performance, coordinate inter connected tasks to ensure no undue delays. Communicate updates to client and CSD
  • Be available as a technical resource during the sales closing process
  • Identify and propose topics for webinar and other marketing programs to VP of CS
  • Generate incremental revenues in line with targets by selling Vistra International Expansion services and educating clients on any additional services Vistra International Expansion can offer
  • Assist in ad hoc projects as requested

 Minimum Qualifications: 

  • Bachelor’s degree in Accounting  or similar with specialist knowledge of relevant practices, industry trends and issues in your chosen discipline
  • A working knowledge of other specialties
  • CPA and/or MBA preferred, but not required
  • Minimum of 3 years relevant experience of working in International business if no formal professional qualification
  • Experience in and/or with an international operations
  • Strong client/customer service focus and background

Skills, Abilities and Other Requirements: 

  • Strong team player and comfortable in working with a very diverse group of clients and internal teams across several time zones
  • Proficient use of Word and Excel and office systems – can extract and manage data efficiently
  • Advanced verbal and written communication skills – calling on the appropriate credibility and gravitas, when required
    • Able to develop a conversation to ensure sales opportunities are closed
    • Able to facilitate meetings (in person and conference calls) dealing with demanding or technical issues

Able to respond and adapt to a variety of situations or individuals and groups.



Chicago, IL