Job Description
Job Description
Job Description :
Assist Custody Client Servicing partners manage existing settlement and fail correspondence with clients
Specific process clean-up and management such as PIMCO claim process
Research and address client and internal issues and queries
Provide bandwidth for team leaders and managers to support cross-training activities
Acts as the primary contact for investment management firms on domestic and / or international trade communication and settlement issues relating to client accounts held at the Bank.
Responsible for daily cash management of multiple currencies for international portfolios.
Determines appropriate cash management action to take. Initiate foreign exchange and call account activity for client accounts
Coordinates daily with investment managers regarding client account activities. Informs managers of any exceptions and proposed steps for resolutions
Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures
Researches and resolves processing inquiries and prepares correcting entries including reversals and rejects.
Expected to use some initiative but refer more complex problems to supervisors / experts
Works effectively as a team member but also independently
Knowledgeable of the core aspects of the job
Working towards becoming proficient in all areas of the job
Normal Hours : 8am - 5pm CST
Qualifications :
Good oral and written communication skills are required
Basic securities industry knowledge is preferred
Analytical and problem-solving skills are required
Organizational skills are required to manage conflicting priorities and multitask functions in a fast-paced team environment
Client Service Representative
Contractor will assist with servicing clients by responding to inquiries about the bank's products and services. Contractor's Role: Communicates with retirees regarding products and services. Answer calls from the retirees of our clients. Experience in client servicing environment, taking back-to-ba...
Client Service Representative
Our brokerage is seeking a Client Service Specialist to support our Servicing Department. This is a wonderful opportunity for candidates with a service background looking to shift careers or those looking to enter the insurance industry. Worthy Insurance focuses on providing creative insurance solut...
Client Services Representative
Are you a Client Services professional with experience managing the full Financial Services institutional client lifecycle? Do you have expertise with building client relationships and acting as a customer advocate?. Act as client advocate as well as a liaison between the client and internal sales, ...
Client Service Representative - Employee Health & Benefits
The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and i...
Client Service Representative
Are you a sales superstar looking for your next challenge? Do you want to join a growing team and kickstart your sales career? We're seeking driven and self-motivated individuals to join our team as Client Service Representative! Responsibilities: Build and maintain strong relationships with clients...
Client Service Representative - Chicago
Client Services Representative (CSR). A critical arm of the Marquee Sales Organization, the Client Service Representative will work on a team tasked with the qualification of leads, development of quotes, outbound marketing calls and accurate capture of key customer data. Existing Client Services ac...
Client Service Representative
Our brokerage is seeking a Client Service Specialist to support our Servicing Department. This is a wonderful opportunity for candidates with a service background looking to shift careers or those looking to enter the insurance industry. Worthy Insurance focuses on providing creative insurance solut...
Listed Derivatives Operations - US Client Services Representative - Assistant Vice President
Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision ....
Partnership Servicing Group, Client Service Representative
The Consultant work closely with Client Service Managers with some client facing responsibilities and PSG leadership team on client escalations, processes and SLA updates while being an operational expert and maybe asked to join meetings. The department is responsible for client and investor documen...
Client Services Representative
Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures. Assist Custody Client Servicing partners manage existing settlement and fail correspondence with clients. Acts as the primary contact for investment management firms on domest...