Make a direct impact on client experience by owning service delivery for an assigned portfolio. You will build trusted relationships, solve complex issues, and coordinate across internal partners to remove friction. If you thrive in a fast-paced environment, communicate with clarity, and enjoy turning problems into better processes, this role offers meaningful growth. Join a team that values curiosity, accountability, and collaboration.
As a Client Service Associate in the Client Service team, you will serve as the primary point of contact for an assigned portfolio of clients. You will deliver responsive day-to-day support across transactional activity and treasury-related solutions, partnering with internal stakeholders to resolve issues and improve outcomes. You will also identify themes, strengthen processes, and help protect clients and the firm through disciplined risk awareness.
Job responsibilities
- Serve as the primary point of contact for an assigned portfolio, managing client inquiries through resolution.
- Build and maintain strong client relationships through proactive outreach, follow-ups, and clear expectation-setting.
- Coordinate with internal partners to research issues, align on next steps, and deliver timely solutions.
- Resolve complex service requests by investigating root causes, escalating when needed, and tracking outcomes.
- Communicate professionally via email, phone, and in person, adapting your style to the situation and audience.
- Monitor recurring themes and recommend service enhancements that improve client experience and operational efficiency.
- Apply policy and procedure requirements consistently when handling client requests and sensitive activities.
- Develop and maintain an understanding of each client’s organization, priorities, and operating model to better support their needs.
- Produce and use basic metrics and reporting to support portfolio management and service quality.
- Contribute to process improvement initiatives and help implement changes within your area of responsibility.
- Support a collaborative team environment by sharing knowledge and, as appropriate, mentoring others.
Required qualifications, capabilities and skills
- Demonstrated ability to manage multiple priorities, work under pressure, and meet deadlines with attention to detail.
- Strong verbal and written communication skills, with the ability to communicate clearly and concisely.
- Strong relationship-building and stakeholder management skills, including the ability to establish credibility with senior partners.
- Ability to identify issues, investigate root causes, and drive problems to resolution using a structured approach.
- Ability to use data to create basic metrics and reporting for service performance and portfolio insights.
- Proficiency in Microsoft Office tools (Excel, PowerPoint, Word).
- Ability to work independently while also collaborating effectively within a team environment.
Preferred qualifications, capabilities and skills
- Bachelor’s degree or equivalent experience.
- Experience supporting complex transactional accounts and treasury-related products. 3 years of experience in customer service, operations, treasury-related support, sales support, or portfolio servicing, preferably within financial services.
- Experience partnering across multiple functions (for example, product, operations, and sales support) to deliver client outcomes.
- Experience contributing to continuous improvement initiatives (process, controls, or service quality).
- Experience supporting high-profile or high-complexity client relationships.
- Experience coaching or mentoring peers in a team setting.
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.