Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
SG
Hybrid Cash Management Client Service Associate
Posted last month
About the role
- Client Service Associate at SMBC managing client inquiries related to cash management services. Resolving service issues and supporting cross-selling efforts in a global financial group.
Responsibilities
- Responsible for addressing client inquiries and actively support cross-selling efforts by identifying client needs and suggesting solutions through introductions.
- Performs a variety of client service functions associated with supporting the strategic initiatives of the company to enable business development, revenue growth, client retention and growth, and sales delivery enhancements.
- Serve as a primary point of contact for day-to-day client inquiries related to cash management services, including payments, and digital banking access.
- Resolve service issues by investigating transactions, escalating problems, and coordinating with internal teams as needed.
- Troubleshoot client challenges related to ACH, wires, online banking portals, positive pay, remote deposit, lockbox, and liquidity tools.
- Ensure timely follow-up and provide clear, professional communication to clients.
- Process requests entitlement changes, documentation updates, and service modifications.
- Monitor key service metrics such as exception items, payment failures, and fraud alerts, ensuring proactive outreach to clients.
- Assist with onboarding activities including initial client setup, platform training, and documentation coordination.
- Maintain accurate records of client interactions in service-tracking systems.
- Build strong working relationships with clients and internal partners, supporting retention and client satisfaction.
Requirements
- 2–3 years of experience in client service, banking operations, cash management, or treasury support
- Foundational understanding of cash management products such as ACH, wires, RDC, positive pay, lockbox, and digital banking platforms
- Strong problem-solving skills with the ability to research issues and provide prompt resolution
- Excellent verbal and written communication skills
- Ability to multitask and manage competing priorities in a high-volume service environment
- Experience working directly with corporate clients preferred
- Japanese language preferred but not required.
Benefits
- Competitive portfolio of benefits to its employees.
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