Location: Chicago, IL
Description:
Title : Client Service Representative
Location: Chicago, IL 60607 3 Days Onsite and 2 Days Remote
Contract : 3 + Months
Job Description
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
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
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