Client Services Representative
Our client, a leading banking firm are hiring for Client Services Representative to join their team. The team consists of Implementation Advisors who manage a range of different products. We work very closely with our Sales & Product partners, and our role is critical to the success of our growing Treasury business. We are the prime co-ordinators for large revenue cash management/treasury deals, delivering with the highest level of professionalism and an exemplary client experience.
The team operate within a collaborative environment and open communication is encouraged to ensure we are successful not just as individuals but as a team.
Role Description:
Our dedicated Large Corporate Fulfilment Team provide Payments, Receivables, Digital Channel Enablement, Liquidity Solutions, Trade & Supply Chain Finance, Merchant Services & Cards solutions to approximately 750 multi-national corporate organisations and their subsidiary businesses. Our goal is to make financial lives better, through the power of every connection.
Responsibilities include:
- Managing complex client implementations end-to-end across our range of cash management solutions.
- Working in partnership with clients to create and agree project delivery timelines, clear communication of project statuses, identification/mitigation of risks and swift root cause analysis and resolution for issues.
- Providing a professional & tailored approach to meet the needs of all clients; utilizing project management routines where necessary for larger scale deliverables.
- Managing conference calls with clients and internal stakeholders
- Co-ordinating all elements of relevant KYC and Legal documentation required to facilitate client onboarding
- Keeping stakeholders updated on the progress of the onboarding, and highlighting any related issues/delays
- Connecting with internal teams to manage onboarding; and influencing where necessary to ensure that strict timelines are met for clients.
- Completing relevant product & service setups within systems, logging all relevant documentation/emails within a central repository to demonstrate an audit trail.
Required Skills:
• At least 5 years in a similar role within Cash Management or within an equivalent field in a financial services organisation preferred.
• Prior experience in managing complex projects, with multiple deliverables and various internal/external stakeholders
• Ability to interact with stakeholders internally and externally at all levels within an organisation
• Excellent oral and written communication skills with the ability to deliver compelling messaging
• Excellent time management, planning and organisation skills
• Ability to understand client businesses, tailor your approach that encapsulates the needs of the client and the bank and deliver outcomes with integrity
• Able to organise time intelligently to create greater productivity and focus on value-add tasks
• An analytical mind that enjoys solving complex problems through to resolutions
• The ability to work in a fast-paced environment, managing client needs effectively
• The ability to influence people, drive key deliverables, and communicate with stakeholders at all levels
Desirable:
• Project management qualifications (i.e. PRINCE2, PMP)
• Prior experience gained within financial services or investment banking, ideally within a role that had exposure to onboarding/KYC of new clients and products.
• A broad understanding of cash and treasury management products
Reach out to Shauna today on 01 947 6359 or 087 755 6856
Email your up to date CV to [email protected] for consideration
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