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The Opportunity
Description
We're looking for a Client Service Representative , working in Banking/Finance industry in Chicago, Illinois, United States .
Act 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. Be 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 Coordinate daily with investment managers regarding client account activities. Informs managers of any exceptions and proposed steps for resolutions Identify service efficiency enhancements, process improvements and service delivery using creative and proactive measures Our Client Experience Required for Your Success - 1-2 YOE Minimum Client Servicing skills- needs a level of experience dealing with clients
- Custodial activities
- Broker dealer and settlement experience
What Do You Think? Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible?