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Client Service Representative

2 months ago

Chicago, United States Rose International Full time

Education:

High School Diploma

Major Duties:

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

Knowledge Required:

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

Project Overview:

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
  • **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

  • **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).