Client Service Representative
The Judge Group Inc.

Job Info

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Location: Chicago, IL
Description:
Title : Client Service Representative

Location: Chicago, IL 60607 3 Days Onsite and 2 Days Remote

Contract : 3 + Months

Job Description

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

Knowledge Required:

• 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

Contact: skhan03@judge.com

This job and many more are available through The Judge Group. Find us on the web at www.judge.com

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