Associate Client Service Representative
New Today
Associate Client Service Representative – Treasury Services
Location: Pittsburgh, PA
Overview
We are seeking a client-focused Associate Client Service Officer to support Treasury Services operations and deliver a high-quality client experience. In this role, you will serve as a primary point of contact for client inquiries, ensuring timely and professional responses while maintaining service level standards. This position requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Serve as the primary point of contact for daily client inquiries, ensuring timely and professional responses aligned with service level expectations
Provide Level 1 support for client inquiries, research issues, and deliver prompt resolutions
Escalate complex or time-sensitive matters to senior team members or leadership when appropriate
Maintain productivity targets and service standards while ensuring a high-quality client experience
Communicate effectively with clients and internal teams to resolve operational and service-related matters
Contribute feedback to client service transformation initiatives and continuous improvement efforts
Meet role-specific performance objectives, including productivity, behavioral expectations, and certification requirements
Complete required training and learning programs within designated deadlines
Develop a strong understanding of Treasury Services products, operational workflows, and internal client service systems
Utilize internal tools, policies, and procedures to ensure consistent and compliant service delivery
Required Qualifications
Bachelor’s degree in Finance, Business, or a related field, or equivalent combination of education and experience
Experience supporting clients or customers in a service-oriented environment
Strong written and verbal communication skills
Proficiency with Microsoft Office products
Ability to multitask and manage competing priorities in a fast-paced environment
Strong problem-solving skills and a client-first mindset
Ability to adapt to changing business needs and operational priorities
Preferred Experience
Foreign Exchange (FX) experience
Banking or payments operations experience
Prior experience in financial services client support or treasury services
Additional Information
Candidates may be considered with relevant experience in lieu of a college degree
Department-specific training on products and services will be provided after hire
No certifications required for this role
- Location:
- Pittsburgh
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