Client Service Representative
1 month ago
Unlock your potential in a dynamic role with PSG Global Solutions Careers.
The OpportunityWe'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.
- 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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Client Service Representative
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Client Services Representative
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Client Services Representative
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