What are the responsibilities and job description for the Account Manager - Finance position at Southstar Capital LLC?
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: $55,000 – $65,000 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
- Long-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.
Salary : $55,000 - $65,000