Treasury Client Service Advisor

2 weeks ago


Chester UK, Cheshire, United Kingdom Pontoon Solutions Full time

Treasury Client Service Advisor


6 Month Contract (Initial)

Chester

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.


We are happy to be recruiting for one of our high-profile Banking clients. They are currently looking for a Treasury Client Service Advisor to join them for an initial 6-month contract. However, there may be scope for extension.


Role Overview:

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. You will establish yourself as a trusted advisor to your dedicated portfolio of clients, whilst liaising with internal teams and stakeholders. If you have a natural client first approach and a passion for delivering a market leading service, we will want to hear from you


Role Responsibilities:

• 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 form client relationships through regular verbal communication, understanding our client’s business and priorities.

• 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 resolve conflicts while appropriately escalating concerns that may jeopardise client experience.

• 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.


Key Skills & Attributes:

• You will have experience in client service or client facing roles.

• You will have an appetite to evolve and add to a continued excellence environment.

• You will have effective verbal and written communication skills.

• You will have Influencing skills to provide a timely resolution for the client.

• Ability to travel to client visits.


Desirable Skills (optional):

• Experience gained within financial services or investment banking would be an advantage.

• An understanding of cash management and/or treasury products and clearings would be an advantage.

• Fluency in a major European language in addition to English would be an advantage.


Location:

To begin with you will be required to work from the clients Chester office 5 days a week. This could later become relaxed once you are fully onboard with the role.


Working hours:

Standard working hours with some flex where required.


If you feel that this is a role that would suit you then please apply today.

If you do not hear from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.


Pontoon Solutions are an equal opportunities company



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