Client Service Representative

1 month ago


Chicago, Illinois, United States PSG Global Solutions Careers Full time

Unlock your potential in a dynamic role with PSG Global Solutions Careers.

The Opportunity

We're seeking a skilled Client Service Representative to join our team in the Banking/Finance industry in Chicago, Illinois, United States.

  • Act as the primary point of contact for investment management firms, resolving domestic and international trade communication and settlement issues related to client accounts.
  • Manage daily cash flows for multiple currencies across international portfolios, determining optimal cash management strategies and initiating foreign exchange and call account activity.
  • Collaborate closely with investment managers to ensure seamless client account activities, informing them of any exceptions and proposed resolutions.
  • Identify opportunities for process improvements and service enhancements, driving creative and proactive measures to deliver exceptional service.
Experience Required for Success
  • Minimum 1-2 years of experience in client servicing, with a strong track record of dealing with clients.
  • Custodial activities and broker-dealer experience are highly valued.
  • Settlement expertise is essential for success in this role.

Are you ready to take on a challenging role that leverages your skills and experience? Do you thrive in a fast-paced environment with a focus on delivering exceptional client service?



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