As a Client Service Associate, you are a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products both within the US and across our global footprint.
Responsibilities
- Integrate, learn, and start building your career with us on Day 1
- Develop a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate.
- Start interacting with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offering
- Become familiar with our industry with a thirst for learning new products
- Concentrate on developing a risk appetite to prevent and protect the firm and our clients
- Adhere to the department policies and procedures for client requests
- Keep building and continually revamping the client relationship
- Share your knowledge and become a mentor to help your team succeed
- Handle complex relationships and high profile portfolios, while providing service at the same level for ALL clients
- Engage professionally in person, emails and on the phone to assist with every client need or issue
- Work independently and in a team environment to maximize productivity in a most efficient manner
- Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement
- Build in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client
- Actively seek opportunities to lead and contribute to initiatives outside immediate area of responsibility
- Exhibit a positive, can-do attitude with inquisitive curiosity
- Take ownership, act with a sense of urgency and exceed expectations by over-communicating
- Establish strong relationships with internal partners in Treasury sales and across various functions
Experience
- 3+ years of experience in customer service, operations, treasury, sales or portfolio management, preferably with work experience primarily in banking or the financial service industry
- College degree preferred
- A strong aptitude for strategic thinking and tactical execution
- Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
- Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Ability to use data to create metrics and reporting
- Proficient in MS Office (Excel, PowerPoint, Word)
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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