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Treasury Client Service Advisor

2 months ago

Chester, United Kingdom Pontoon Remote Work Freelance Full time

Treasury Client Service AdvisorChester (5 days a week initially during training)6 Month Contract (possible extension)£38,000 per annum via PAYE

Our client is seeking a Treasury Service Advisor to join the established team in Chester. Working with their varied multi-national Commercial/Large Corporate/FI client base here in EMEA, you'll help to support clients with their everyday Banking, cash management, and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you'll work in conjunction with a number of other internal teams to provide seamless delivery to and build relationships with a variety of client stakeholders. This role is Monday to Friday

Key Role and Daily Tasks

  • Support clients with all aspects of their treasury movements, managing expectations with regular updates.
  • Act as front line support, navigating all internal partnerships and activities throughout the enquiry.
  • Form strong client relationships through regular verbal communication, understanding our client's business and priorities.
  • Advise clients through proactive analysis, identifying operational efficiencies, repair reduction, and self-service opportunities.
  • Professionally resolve conflicts and barriers while appropriately escalating concerns.
  • Leverage industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
  • Liaise with Sales, Product, Operations, Technical Support, and Fulfilment departments.

Skills & Qualifications

  • Experience in client service or client-facing roles.
  • Understanding of cash management or treasury products and clearings.
  • Strong verbal and written communication skills.
  • Experience in financial services or investment banking.
  • Stakeholder management across multiple departments.
  • Fluency in a major European language in addition to English.

Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly.

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.