Client Service Advisor

Title: Client Service Advisor

Location: Chester

Duration: 6 months

Working Pattern: Full Time

We are seeking a Treasury Client Service Advisor to join an established team in Chester. You'll help to support clients with their everyday Banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you'll work in conjunction with a number of other internal teams to provide seamless delivery and build relationships with a variety of client stakeholders.

Duties:

Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.
Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.
Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
Form strong client relationships through regular verbal communication, understanding our clients business and priorities.
Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
Face to face meetings, delivering thorough, advisor service reviews. Promoting self-service opportunities and demand reduction.
Tailoring your service approach according to client needs in order to influence positive 'client satisfaction' survey responses.
Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.
Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.

Core skills - Required and Desirable

Experience in client service or client facing roles
Experience gained within financial services or investment banking (Desirable)
An understanding of cash management and/or treasury products and clearings (desirable)
Appetite to evolve and add to a continued excellence environment
The ability to travel to client visits
Strong verbal and written communication skills

Nice to have:

Fluency in a major European language in addition to English (written, reading and speaking).

Whether you're already working within operational cash management, or servicing clients in a financial services environment and you have the passion to develop a career in wholesale banking then we'd love to hear from you.

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

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. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you