Treasury & Cash Management Specialist, Online Support

Boston Private; Los Angeles (CA); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

Boston Private is seeking a Treasury Management / Cash Management Specialist for full-time online support in Los Angeles. This role involves becoming a product expert, supporting client inquiries, and collaborating with teams to enhance cash management products and services.

The ideal candidate has a minimum of 7 years in financial services, including 3 years in cash management. Strong analytical, organizational skills, and proficiency in Microsoft Office are crucial for success in this role.

Formación

• Minimum of 7 years’ experience in financial services including 3 years in a cash management role.
• Experience in a client service or product support is preferred.
• Knowledge of electronic banking services and/or cash management products is recommended.

Responsabilidades

• Become a product expert for all Cash Management products and services.
• Support incoming client inquiries in a timely and accurate manner.
• Assist in the development of marketing and training materials.

Conocimientos

Client service skills

Analytical skills

Organizational skills

Attention to detail

Effective communication

Teamwork

Herramientas

Microsoft Office

FISERV

Synergy

Descripción del empleo

Boston Private is seeking a Treasury Management / Cash Management Specialist for full-time online support in Los Angeles. This role involves becoming a product expert, supporting client inquiries, and collaborating with teams to enhance cash management products and services.

The ideal candidate has a minimum of 7 years in financial services, including 3 years in cash management. Strong analytical, organizational skills, and proficiency in Microsoft Office are crucial for success in this role.