About The Position

Manage a portfolio of high-profile clients and serve as single point of contact for queries, engaging to understand client service needs and gaps Liaise with internal and external cross-functional partners to deliver customer service that meets or exceeds client expectations Ensure transactions are executed timely and accurately Identify and implement process improvements and test new features/functions Perform regulatory, audit and control assessments and create reports for internal and/or external distribution Contribute to short and long-term projects and engage with global partners where necessary to meet client requirements

Requirements

  • 5-8 years of previous cash management and financial services experience preferred
  • Consistently demonstrate clear and concise written and verbal communication
  • Aptitude for utilizing reporting tools and applications
  • Proven organizational skills
  • Demonstrated ability to drive results in a fast-paced, goal-oriented environment
  • Bachelor's degree/University degree or equivalent experience

Responsibilities

  • Manage a portfolio of high-profile clients and serve as single point of contact for queries
  • Engage to understand client service needs and gaps
  • Liaise with internal and external cross-functional partners to deliver customer service that meets or exceeds client expectations
  • Ensure transactions are executed timely and accurately
  • Identify and implement process improvements and test new features/functions
  • Perform regulatory, audit and control assessments and create reports for internal and/or external distribution
  • Contribute to short and long-term projects and engage with global partners where necessary to meet client requirements
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service