As a Client Service Associate within the client's team, you will play a crucial role in fostering growth and success for an assigned portfolio. You will act as the primary point of contact for each client within your portfolio, which may consist of operating transactional accounts and complex treasury products both domestically and internationally.
Job responsibilities:
- Being 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
- 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
- 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
Required qualifications, ckills and capabilities
- Must have atleast 5 years of experience in customer service, operations, treasury, sales or portfolio management
- 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, Skills and Capabilities:
- Work experience primarily in banking or the financial service industry
- Bachelor's Degree related to Business and Finance