Client Service Representative

Spectraforce Technologies
United States, Illinois, Chicago
Nov 20, 2024
Job Title: Client Service Representative Location: Chicago, IL 60604 (Hybrid) Required days onsite: Monday - Thursday (contractor selects 3 days) Duration: 4 months Assignment Shift/Hours: 40hours/week, M to F 8am - 5pm CST 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. Required Skills: 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.