Senior Client Services Representative
2 weeks ago
Insight Global is seeking a Senior Client Services Representative to join a prominent financial services organization. This hybrid role offers flexibility and requires collaboration with external clients to address daily challenges and guide them to suitable resources.
Key ResponsibilitiesThis position entails:
- Leading team members in delivering exceptional support to key clients while tackling intricate operational and technical challenges.
- Ensuring the effective execution of client requests.
- Collaborating directly with Chief Loan Officers (CLOs) and Chief Data Officers (CDOs) on monthly reporting and cash reconciliation tasks.
At Insight Global, we are dedicated to fostering diverse and inclusive workplaces where individuals can express their authentic selves daily. We are an equal opportunity employer, valuing every candidate regardless of race, color, ethnicity, religion, gender, sexual orientation, gender identity, marital status, national origin, age, disability, or any other characteristic protected by law.
QualificationsIdeal candidates will possess:
- 3-5 years of experience in the banking sector.
- Background in Client Service or Operations within financial services.
- Experience in Corporate Trust.
- Familiarity with CLO/CDO functions.
- Expertise in CLO reporting.
- Strong foundation in finance, accounting, compliance, reporting, and reconciliation.
If you require assistance or reasonable accommodations due to a disability during the application process, please reach out for support.
For more information on how we handle your private information, please refer to Insight Global's Workforce Privacy Policy.
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