Job Details

#29460 Client Service - New York, NY

Position: Client Service

Industry: Finance

Location: New York, NY

Salary: 50K - 60K

Status: Direct Hire/Full-time

Ref #: #29460


  • Log customer data and inquiry information into proprietary system.
  • Manage customer entries into our billing database for the purpose of generating invoices.
  • Work with our partner bank to provide set up service support and troubleshooting issues.
  • Collaborate with our back office operations, Deposit & Clearing, and Investigations departments for wire transfer issues and inquiries.
  • Work together and problem solve along with our product team to assist in resolving issues.
  • Develop good knowledge of bank cash management products to provide assistance, support and customer service to the division's sales team and corporate banking relationship managers.
  • Develop strong knowledge of internal policies and procedures in order to effectively execute processes.
  • Keep close communication with the Senior Client Service Representatives on daily tasks and progress.
  • Answer and address customer inquiries related to our cash management products.


  • Work Experience: More than 2 years of cash management service support or relevant customer service experience, preferably in banking/financial services industry.
  • Education: BA/BS Degree preferred.
  • Bilingual Japanese language skills strongly preferred.
  • Ability to use time efficiently and effectively and remain customer service oriented while handling large volumes of customer inquiries.
  • Ability to effectively multi-task a broad range of activities, tasks, and outcomes.
  • Proactively follow-up on open items and work that needs to be advanced forward.
  • Ability to clearly communicate verbally and in writing across various communication settings and styles.

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