Client Service Specialist
We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first-class experience to clients. If you are a detail-oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.
As a Client Service Specialist (CSS) in the International Private Banking Client Service team, you will be the primary contact for all service related needs of a Private Banking client such as cash management and transfers. You will work with bankers, investment advisors, various product specialists and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking services.
Job responsibilities
- Ensure necessary documentation is complete
- Review and managing clients` daily cash positions
- Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures (e.g., mutual funds purchases/redemptions, securities free deliveries/receipts, FX, cash wires, account transactions inquiries, etc.)
- Maintain client confidentiality at all times and developing intimacy with client
- Work as a partner with the integrated team (Bankers, Investment Advisors, etc.)
- Research, follow up and resolve client inquiries and problems through effective interaction with clients, bankers, investment advisors, product specialists, operations areas, and other employees in a timely and professional manner
- Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
- Identify cross-sell opportunities and escalate to bankers and product partners in order to provide advice to the client or to conclude a transaction
- Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
- Participate in special projects as assigned by Team Manager
Required qualifications, capabilities, and skills
- At least 3 years experience in the Financial Services and/or Banking industry
- Proven client management skills
- Ability to work effectively as part of a team
- Strong problem solving skills
- Effective communication both orally and in writing, internal and external to the Bank
- Ability to multi-task, manage pressure, prioritize and remain detail-oriented
- Fluent written and spoken English & Spanish required
Preferred qualifications, capabilities, and skills
- Any other languages is an asset, in particular French
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