Client Service Associate

Shape the future of client service by joining a team dedicated to delivering outstanding experiences and driving client success. Unlock your potential as you collaborate with industry experts and develop your skills in a dynamic, fast-paced environment. Be at the heart of innovation, where your ideas and initiative are valued. Make your mark by building strong relationships and contributing to the growth of our clients and our firm. Join us to advance your career and make a meaningful impact every day.

As a Client Service Associate within our Client Service Team, 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.

Job Responsibilities:

• 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 and 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 and keep building and continually revamping the client relationship and 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 and exhibit a positive, can-do attitude with inquisitive curiosity
• Take ownership, act with a sense of urgency and exceed expectations by over-communicating and establish strong relationships with internal partners in Treasury sales and across various functions

Required qualifications, capabilities and skills:

• 3+ years of experience in customer service, operations, treasury, sales or portfolio management with work experience primarily in banking or the financial service industry
• 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)

Preferred qualifications, capabilities and skills:

• Bachelors degree
• Experience managing high-profile client portfolios
• Demonstrated ability to mentor and support team members
• Experience with process improvement initiatives