Join our team as a Client Service Analyst and be at the forefront of delivering exceptional service to our clients. Leverage your skills in relationship management and operational controls to exceed client expectations and drive success. Be part of a dynamic environment where your contributions make a difference.
As a Client Service Analyst within the Global Client Support team, you will report to a Client Service Senior Associate or Client Service Manager. You will be responsible for customer service and relationship management activities, as well as operational controls for an assigned portfolio of clients. In this role, you will serve as the primary point of service contact for each client within your portfolio, which may include operating transactional accounts and complex treasury products
Job Responsibilities:
- Partner with a Client Service Associate or Senior Associate to address client issues and ensure client satisfaction.
- Resolve issues by identifying underlying problems and patterns.
- Build knowledge of commercial treasury management products and services.
- Serve as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations.
- Identify and control risk to prevent fraudulent account behavior.
- Prioritize daily workload to maximize productivity.
- Follow all established policies, procedures, and practices.
- Project a confident and professional presence to clients and the community.
- Work independently with supervision and escalate complex issues as necessary.
- Maintain treasury products and accounts, and resolve customer inquiries.
- Identify products and services that may benefit clients.
Required Qualifications, Capabilities, and Skills:
- Excellent communication skills, both written and verbal, in German/ Italian and English.
- A relentless and versatile learner with the ability to assimilate new industry, company, product, or technical knowledge.
- Highly organized with the ability to manage competing priorities.
- Demonstrated professional presence with the ability to adapt to evolving needs and situations.
- Amenable to reporting onsite in Bonifacio Global City, following late mid-day to early night schedule.
Preferred Qualifications, Capabilities, and Skills:
- College degree preferred, or equivalent work experience
- Preferred minimum of one to three years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry
- Proficient PC skills including Word, Excel and PowerPoint
