Treasury Client Services Advisor

Treasury Client Services Advisor

Bromley

12-month initial contract

£33-35,500 per annum

My client is on the world's leading financial institutions united in their purpose to help make financial lives better through the power of every connection. They are dedicated to helping teammates be their best at work and at home. It starts with having a diverse, inclusive workplace where employees are valued for their individual strengths and perspectives. They firmly believe all employees should be treated with respect, live free of discrimination and be able to bring their whole selves to work. This is core to who they are as a company and how they drive reliable growth.

Job Role:

My high-profile banking client is currently seeking a Treasury Client Service Specialist to join their dynamic, diverse Bromley based EMEA Client Service team. Working with a varied multi-national client base you'll be accountable for navigating our cash management and treasury services on their behalf, building solid relationships and establishing yourself as a trusted advisor and navigating global transaction services on behalf of a dedicated portfolio of clients. This is a client facing role that offers a high level of visibility as you'll work in conjunction with a number of other internal teams to provide seamless delivery and support to a variety of client stakeholders.

Key Role and Daily Tasks:

• Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.


• Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.


• Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.


• Form strong client relationships through regular verbal communication, comprehension our clients business and priorities.


• Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.


• Face to face meetings, delivering thorough advisor service reviews. Promoting self-service opportunities and demand reduction.


• Tailoring your service approach according to client needs in order to influence positive 'client satisfaction' survey replies.


• Professionally resolving conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.


• Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.
  

Core skills:

• Experience in client service or client facing roles


• Experience gained within financial services or investment banking


• A comprehension of cash management and/or treasury products and clearings


• Strong verbal and written communication skills


• Influencing skills in order foster an optimum and timely resolution for the client

Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly.

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.