As a Client Service Analyst, you are a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to your portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products both within the US and across our global footprint.

Responsibilities

Integrate, learn, and start building your career with us on Day 1Develop a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate.Start interacting with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offeringBecome familiar with our industry with a thirst for learning new productsConcentrate on developing a risk appetite to prevent and protect the firm and our clientsAdhere to the department policies and procedures for client requestsKeep building and continually revamping the client relationshipShare your knowledge and become a mentor to help your team succeedHandle complex relationships and high profile portfolios, while providing service at the same level for ALL clientsEngage professionally in person, emails and on the phone to assist with every client need or issueWork independently and in a team environment to maximize productivity in a most efficient mannerInvestigate root causes of process inefficiencies and make proposals on opportunities for process improvementBuild in-depth understanding of the client’s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the clientActively seek opportunities to lead and contribute to initiatives outside immediate area of responsibilityExhibit a positive, can-do attitude with inquisitive curiosityTake ownership, act with a sense of urgency and exceed expectations by over-communicatingEstablish strong relationships with internal partners in Treasury sales and across various functions

Experience

2+ years of experience in customer service, operations, treasury, sales or portfolio management, preferably with work experience primarily in banking or the financial service industryCollege degree preferredA strong aptitude for strategic thinking and tactical executionExcellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlinesExcellent verbal and written communications skills; able to effectively communicate clearly and conciselyStrong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partnersAbility to use data to create metrics and reportingProficient in MS Office (Excel, PowerPoint, Word)