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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