Client Service Associate
Aumni
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Job Information
- Job Identification 210652733
- Job Category Client Advisory
- Business Unit Commercial & Investment Bank
- Posting Date 2025-08-04, 02:22 a.m.
- Locations Chaseside - Hampshire Building, Bournemouth, Dorset, BH7 7DA, GB
- Job Schedule Full time
- Job Shift Day
Job Description
Join the team as a Client Service Associate and Drive Global Growth!
As a Client Service Associate in EMEA Client Service Team, you will serve as the primary point of contact for each client assigned to your portfolio. The assigned client portfolio may be comprised of operating transactional accounts and complex treasury products both within the US and across our global footprint. You will act as a trusted member of the client’s team and deeply connected to deliver the growth and success for an assigned portfolio.
Job responsibilities
- Develop a relationship with your clients and be proactive in identifying problems and themes
- Start interacting with other teams to collaborate and problem-solve and be empowered to initiate change to further drive superior service improvements and product offering
- Become familiar with our industry with a thirst for learning new products
- Concentrate on developing a risk appetite to prevent and protect the firm and our clients
- Adhere to the department policies and procedures for client requests
- Keep building and continually revamping the client relationship
- Share your knowledge and become a mentor to help your team succeed
- Handle complex relationships and high profile portfolios, while providing service at the same level for all clients
- Engage professionally in person, emails and on the phone to assist with every client need or issue
- Work independently and in a team environment to maximize productivity in a most efficient manner
- Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement
Required qualifications, capabilities and skills
- Proven experience in customer service, operations, treasury, sales and portfolio management
- A strong aptitude for strategic thinking and tactical execution
- Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
- Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Ability to use data to create metrics and reporting
- Proficient in MS Office (Excel, PowerPoint, Word)
Preferred qualifications, capabilities and skills
- Work experience in banking or the financial service industry
About Us
About the Team
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This job is no longer accepting applications
See open jobs at Aumni.See open jobs similar to "Client Service Associate" NEXT Frontier Capital.