Job Description

Job Description

Title: Client Service Analyst

Location: Mumbai

Note:

  • Experience range: - 3+ years
  • Open to considering fresher candidates (Yes/No): No
  • Open to considering relocation/ non-local candidates (Yes/No): No
  • Contract duration: 8 months
  • Shift timings:  01:30 pm to 10:30pm – UK hours
  • Number of days work from office: 3 days
  • Open for both Diversity & Non-Diversity candidates

 

Job Description:

About the team:

Institutional Cash Management (ICM) helps Financial Institutions clients to optimize their treasury and commercial payments businesses. This improves their cash flow, while offering a wide range of solutions including channel management, global payment services, check services, liquidity management, information and reporting services, and financial supply chain management.

ICM Client Service Officer (CSO) cover clients out of our global locations with hubs in Frankfurt London and New York. ICM Client Officers out of Frankfurt provide personalized and proactive service to financial institutions for their day-to-day cash management business needs for Central & Eastern Europe.

 

Client Service Officer (CSO) role will be responsible to resolve client queries related to commercial transaction flow. CSO is the first point of contact and provide end-to-end query resolution to client. This role involves various stakeholder engagement. Looking for people from Cash Operations background. A person who understands and managing cross-functional processes with knowledge of Cash management functions: Specific to Global payments Operations, Payment Investigations, Funds Release, Cross border Payments, open to look for Service Relationship Managers.

 

Key responsibilities:

  • Proactive contact with clients to ensure that first class service is continuously delivered to our client base as well as to identify the needs of the clients (business opportunity spotting) thus supporting the growth of business and income for client 
  • Providing information and solutions to client enquiries around Payments (EUR, USD, MCCY), Balances, Checks, Service Bills, Regulatory Issues and other investigations as requested
  • Client setup, training and maintenance for cash products including documentation to ensure a seamless process flow from implementation to regular after-sales service, following all legal and regulatory requirements
  • Active handling of Due Diligence inquiries received from the Compliance teams in client Bank, approach the involved clients, securing all deadlines are met
  • Accurate use of the Client Service tracking system cinq.net, to systematically analyze the clients activities/inquiries including the preparation of respective reports for presentation to the clients
  • Analysis of customer account activity to assist client to increase operational efficiency and identify new business opportunities in close cooperation with ICM Sales Manager
  • Handling of the internal fee and billing scheme

Your skills and experiences:

  • University degree, Bank apprenticeship with working experience or equivalent
  • Cash Management background and must have SWIFT, ISO, Payments & Investigation knowledge with Servicing background
  • Experience of institutional client service in International Clearing and Payments Business as well as solid understanding of the Financial Institutions markets
  • Strong client/ service focus and excellent relationship, communication and teamwork skills, committed to internal policies and corporate governance
  • Strong ability to work independently and under tight deadlines and willingness and ability for flexible travel to visit clients, support the CSO’s in other locations on an as needed basis
  • Good communication skills -

 

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