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Advisor Services Administrator

4 months ago


Chester Cheshire, United Kingdom Pontoon Solutions Full time

Job Description Treasury Client Service Advisor

6 Month Contract (Initial)
Hybrid Working

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.

They are currently looking for a Treasury Client Service Advisor to join them for an initial 6-month contract. Our EMEA Client Service Team works with a varied multi-national client base. You will be responsible for navigating our cash management and treasury services on their behalf. If you have a natural client first approach and a passion for delivering a market leading service, we will want to hear from you

You will support clients with all aspects of their treasury movements, managing expectations with regular updates.
• You will provide front line support, navigating all internal partnerships and activities throughout the enquiry.
• You will provide advice to clients through analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
• You will tailor your service approach according to client needs to influence positive ‘client satisfaction’ survey responses.
• You will leverage industry and product knowledge to deepen client relationships and mitigate risk.
• You will partner with internal teams such as Sales, Product, Operations, Technical Support and Fulfilment to provide a seamless delivery to the client.

You will have experience in client service or client facing roles.
• Ability to travel to client visits.

Experience gained within financial services or investment banking would be an advantage.
• Fluency in a major European language in addition to English would be an advantage.

To begin with you will be required to work from the clients Chester office 5 days a week.