Client Service Operations Job Description
Client service operations
provides business support on systems and processes Provide support to research and analyze system data via core set of standard reports to meet business needs.
Client Service Operations Duties & Responsibilities
To write an effective client service operations job description, begin by listing detailed duties, responsibilities and expectations. We have included client service operations job description templates that you can modify and use.
Sample responsibilities for this position include:
Provides quality service toclient/partner calls through effective communication of call behaviors and accurate information
Resolves client/partner requests the same day, if not during call
Performs functional transactions (Dollar Transfers, Stop Payments and ATM/DEBIT card(s) maintenance) accurately and without any monetary errors
Logs in all client/partner inquiries received via phone, email or fax providing a detailed description of the client issue/problem, research and action taken for resolution
Demonstrates excellent written communication skills, sends out appropriate email responses, complete emails according to schedule provided within 24 hours from the time that email was received and ensures email report is accurately completed daily
Maintains an average quality level of 97% or higher on all Quality Audits
Maintains system access and knowledge level for those areas in which cross-training has taken place
Working with internal partners
Be an engaged member of the Service Center leadership team to establish overall objectives, policies, strategies and tactical operating plans to maximize the service provided and the control costs
Understand operating environment
Client Service Operations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Service Operations
List any licenses or certifications required by the position: ITIL, FRM, CFA, PMP, NISM, NCFM
Education for Client Service Operations
Typically a job would require a certain level of education.
Employers hiring for the client service operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Financial Services, Management, Engineering, Accountancy, Economics, Technical, Education
Skills for Client Service Operations
Desired skills for client service operations include:
Voice
Data and IP business solutions
IT/Application support
Telecommunications industry
Excel
Bell Business Market products and services
Core operational processes & service organizations
Core operations processes & service organizations
Service assurance business processes
Data analysis and performance/operation metrics
Desired experience for client service operations includes:
The ability to adapt to a changing environment and manage relationships across the firm
An understanding of operational procedures and controls
1-3 years mutual fund experience
To understand the business strategy and vision, and subsequently develop and execute a tactical plan in line with that strategy, while helping direct and guide the department's management team accordingly
To analyze financial statements and management information reports to determine if departmental goals and objectives are being met
To help develop call forecasts and, in accordance with projected call volumes, take the appropriate steps to provide the necessary manpower to meet that need
Client Service Operations Examples
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Client Service Operations Job Description
Job Description Example
Our company is looking to fill the role of client service operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service operations
- Completion of, or studying towards FINSIA qualifications highly regarded
- Minimum of 4 years client service experience within a custody operations area
- Basic swift messaging knowledge regarding cash, trades and asset servicing
- Day-to-day & long-term development of staff performing 1-1's, appraisals
- Promptly open, sort, prioritize, and scan incoming work for processing according to task type
- Pick up and drop off mail at all appointed times/locations
- Prepare outgoing mail and correspondence as appropriate and ensure that deadlines are met for outgoing items
- Ensure that all work is boxed, labelled, and warehoused according to procedures
- Accurately prepare lockbox package and IP package and meet deadlines for delivery of packages to Fiserv
- Complete any special mailings within the appointed timeframes
Qualifications for client service operations
- Gather and compile information eg
- Good knowledge of ISDA Definitions and the FX market/product suite great accuracy and attention to detail are essential
- Ability to consider the impact of own and others actions on other teams/departments involved in the front-to-back confirmations process
- Should be able to train and supervise junior members of the team or outsourced consultants and work with their Manager to ensure they are effectively managed
- Broad based skills of IT systems & applications especially MS Office products, the ability to get firm with various in-house systems in a timely manner
- Manage the Client Services group
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Client Service Operations Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client service operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client service operations
- Analyze and validate client documentation
- Creation of Physical files for clients
- Point of contact for New Standards effort for IB Clients
- Set-up of client reference data on transactional systems
- Client’s firm validation
- Perform contracts for Brokerage Investments and Repo's based in a framework to send it to the client
- Perform screenings of client, legal representative, authorized third parties, etc
- Perform screenings of manual payments
- Participate in all calls and meetings
- Maintains issues logs and prepare standard monthly reporting
Qualifications for client service operations
- Weekly generation of Client Services metrics
- Participation in UAT’s related with Reference Data Systems
- Provide solutions and alternative to the difficulties presented during the projects
- Ideal candidate will have 2-3 years of experience of client service and /or operations background or the equivalent work experience, preferably in the banking or financial service industry
- Well understanding of systems flow
- Knowledge of financial exposure and operational risk related to transactions associated with bank products and services
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Client Service Operations Job Description
Job Description Example
Our company is growing rapidly and is hiring for a client service operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service operations
- Participate and lead major new customer introductions into the Service Desk
- Perform functional transactions (Dollar Transfers, Stop Payments and ATM/DEBIT card(s) maintenance) accurately and without any monetary errors
- Maintain system access and knowledge level as it pertain to each workgroup that representative has been cross-trained on
- Must be dependable, well-organized, detailed oriented, self-starter with the ability to define work scope, tasks, and utilize resources in order to meet established project deadlines
- Must be available to work varying shifts dependent upon volume and/or business need
- Must be able to work in a fast paced and rapidly changing environment
- Client Contact to ensure timely confirmation of FX trading activity
- Adherence to FTP policy
- Monitor daily work flows
- Maintaining standards of the highest Client Service
Qualifications for client service operations
- Excellent verbal and written communication skills in English plus Japanese (native level)
- Industry Standard Examinations (nice to have)
- Previous Sub Custody experience in the local Hong Kong market is highly preferred
- Over 5 years experience in the banking industries, funds transfer products related to US Dollar clearing, Multi Currency and Local Yen clearing
- Knowledge on cash management products
- Ability to work under pressure and adapt changes
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Client Service Operations Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of client service operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client service operations
- Ensuring that all confirmations are correctly issued within regulatory timelines
- Maintaining a portfolio of clients and reducing aged outstanding confirmations
- Working on a daily basis to realise aggressive internal and external monthly targets
- Monitoring group mail box, ensuring that all issues are investigated and resolved in a timely manner
- Liaising with a dedicated client base and the business (this includes front, middle office, technology and legal teams) to ensure any issues are addressed
- Perform daily control reconciliations
- Responsible for leading the Client Service Solution Centre Team for APAC region
- Able to provide strategic client service solutions to our clients and working closely with the CSAM team in handling Clients needs across the region
- In addition responsible for process reviews and metric management for overall banking operations solution centers across APAC
- Demonstrates leadership, communicate and champion our shared vision with teams, acts as the agent of change and leads others into action
Qualifications for client service operations
- Excellent command of English and Japanese (native level)
- Previous experience in a cash management role, with understanding of various aspects in clearing such as SWIFT, RTGS and GIRO and cash management products such as Time Deposit, FX and Sweeping
- Previous experience in client service / call center environment preferable
- Corporate Action
- Of client account structure, including funds and sub-funds
- Of the need for controls
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Client Service Operations Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client service operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service operations
- Maintain understanding of IMLG processes and investment manager perspective internal drivers
- Interface with institutional clients and internal service partners to advocate client needs and solutions
- Use thorough product knowledge to resolve unique or challenging issues on an individual needs basis
- Escalate when necessary
- Analyze client disputes and offers solutions that fit both client and company needs
- May serve in a team lead capacity
- Project management skills required to roll out new products or services for institutional clients
- Technical Support and coordination of VIP Client requirements, covering all aspects of IT, mobility technologies and remote access with a focus on secure solutions
- Pro-active identification, monitoring and implementation of solutions to prevent issues
- Maintain the highest level of service quality, relationships, satisfaction and client perceptions
Qualifications for client service operations
- Candidate must have flexibility in work hours – contact center hours are 7 days/week 24 x 7
- Multi-line Phone System Experience also a plus
- Prior fixed income product (emerging market debt, high
- Confident to liaise with senior individuals within the business with regards to confirmation/client issues or queries to ensure any problems are resolved in a timely manner
- Able to understand risk and adhere to the controls in place at all times
- Regularly use initiative to work smarter, better, more efficiently & controlled