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Client Services Representative

2 months ago

Chicago, United States EPITEC Full time

JOB SUMMARY FOR CUSTOMER SERVICE REPRESENTATIVE:

  • 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
  • Location: S Wasbash Chicago, IL 60604
  • Anchor Days [Required days onsite (if applicable)]: Monday – Thursday (contractor selects 3 days)
  • Pay range: $20-$23/hr


RESPONSIBILITIES FOR CUSTOMER SERVICE REPRESENTATIVE:

  • 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


REQUIRED EXPERIENCE FOR CUSTOMER SERVICE REPRESENTATIVE:

  • Bachelor's degree in business or finance preferred


SKILLS AND QUALIFICATIONS FOR CUSTOMER SERVICE REPRESENTATIVE:

  • 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


BENEFITS

  • Medical, Dental, PTO, Holiday tailored to meet your needs. 401K/Match, $15,000 Life Insurance, Award-Winning Employee Care Program. Established and highly regarded reputation with Green Card and H1 processing.