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Treasury Client Services Advisor

Pontoon

Chester

On-site

GBP 31,000 - 37,000

Full time

Yesterday
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Job summary

A leading employment consultancy is seeking a Treasury Client Services Advisor to support a diverse portfolio of multinational clients in Chester. The role emphasizes client relationship management, treasury services expertise, and collaboration with internal teams. Candidates with experience in client services and strong communication skills are encouraged to apply. This position offers a competitive salary and is fully office-based.

Qualifications

  • Experience in client service or client-facing roles.
  • Strong desire to contribute to a culture of excellence.
  • Top-notch verbal and written communication skills.

Responsibilities

  • Support clients with all aspects of their treasury movements.
  • Provide front-line support to resolve inquiries efficiently.
  • Build strong client relationships through regular communication.

Skills

Client service experience
Strong communication skills
Ability to influence decisions
Job description
Overview

Job Title: Treasury Client Services Advisor

Duration: 6 months, extensions likely

Location: Chester (fully office based)

Salary: £36500 per annum

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.

Are you ready to take your career to the next level? Join our dynamic EMEA Client Service Team in the heart of Manchester as a Treasury Client Services Advisor! If you have a passion for delivering exceptional service and a knack for building relationships, we want to hear from you!

About the Role

As a Treasury Client Services Advisor, you will be the trusted partner for a diverse portfolio of multinational clients. Your mission? To navigate their cash management and treasury services with expertise and a client-first approach. You'll collaborate with internal teams to ensure seamless service delivery and contribute to our continued excellence in client satisfaction.

Responsibilities
  • Support clients with all aspects of their treasury movements, ensuring they are always updated and informed.
  • Provide front-line support by expertly navigating internal partnerships to resolve inquiries efficiently.
  • Build strong client relationships through regular communication, understanding their businesses and priorities.
  • Analyze client needs to offer insightful advice, identifying efficiencies and enhancing self-service opportunities.
  • Tailor your service approach to meet individual client needs, positively influencing client satisfaction survey responses.
  • Resolve conflicts proactively while escalating concerns that could impact client experience.
  • Leverage your industry and product knowledge to strengthen client relationships and mitigate risks.
  • Collaborate with Sales, Product, Operations, Technical Support, and Fulfilment teams to ensure a smooth client experience.
Who We're Looking For
  • You have experience in client service or client-facing roles.
  • You possess a strong desire to contribute to a culture of excellence.
  • Your verbal and written communication skills are top-notch.
  • You have the ability to influence and provide timely resolutions for clients.
Additional Skills That Will Help
  • Experience in financial services or investment banking is a plus.
  • Knowledge of cash management and treasury products is advantageous.
How to Apply

To apply for this opportunity, please apply with an up-to-date CV. Candidates should ideally demonstrate evidence of the above responsibilities in their CV to be considered.

Please note that if you haven't heard from us within 48 hours, your application may not have been successful on this occasion. However, we may keep your details on file for future vacancies and contact you accordingly.

Pontoon is an equal opportunities employer and an employment consultancy

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