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Account Manager - Finance

Southstar Capital LLC
Posted 13 days ago, valid for 19 days
Location

Mount Pleasant, SC, US

Salary

$60,000 - $65,000 per year

Contract type

Full Time

Paid Time Off
Disability Insurance

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Sonic Summary

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  • SouthStar Capital is looking for a Client Account Manager in Mount Pleasant, SC, to manage and nurture a portfolio of business clients.
  • The ideal candidate should have a minimum of 3 years of experience in a financial services environment, with prior account management experience preferred.
  • The position offers a salary range of $60,000 to $65,000 per year, plus performance-based bonuses.
  • Responsibilities include building client relationships, responding to inquiries, and managing risk and profitability for the assigned client portfolio.
  • Candidates must possess strong communication skills, financial acumen, and a positive, client-first attitude.

Account Manager

SouthStar Capital | Mount Pleasant, SC

About SouthStar Capital

SouthStar Capital is an asset-based B2B lender specializing in factoring solutions. In business since 2008, we are committed to helping businesses grow and thrive through strategic financial partnerships. To learn more about our company and services, visit www.southstar.com.

Position Overview

SouthStar Capital is seeking a motivated and detail-oriented Client Account Manager to join our team in Mount Pleasant, SC. In this role, you will be responsible for managing and nurturing an established portfolio of business clients, serving as their primary point of contact and advocate within our organization. This position offers a clear path for professional growth and expanded responsibility for high-performing individuals who are serious about a long-term career in financial services.

Please note: This is a client relationship management role, not a sales position.

Primary 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


Qualifications

Required:

  • Minimum of 3 years of experience in a financial services environment
  • Prior account management experience preferred
  • 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
  • Ability to manage ambiguity, adapt quickly, and maintain composure under pressure
  • Self-motivated with a positive, client-first attitude

Education:

  • Associate's degree required; Bachelor's degree preferred

Compensation & Benefits

Salary: $60,000 – $65,000 (based on experience) base salary per year, plus performance-based bonuses

Benefits Package:

  • Medical, dental, and vision insurance
  • Health Savings Account (with qualifying plan)
  • 401(k) with company matching
  • Short-Term Disability (LTD) insurance
  • Paid time off

Schedule: Full-time | Monday–Friday | 8-hour shifts

Work Location

In-person | 840 Lowcountry Blvd, Mount Pleasant, SC 29464 Candidates must be able to reliably commute or plan to relocate prior to their start date.






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