At a Glance
- Tasks: Support clients with banking and treasury services while building strong relationships.
- Company: Join a dynamic team in a leading financial services firm in Chester.
- Benefits: Full-time role with opportunities for career growth and professional development.
- Other info: Inclusive workplace that values diversity and supports your career journey.
- Why this job: Make a real impact by helping clients navigate their financial needs.
- Qualifications: Experience in client service; financial services background is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Location: Chester
Duration: 6 months
Working Pattern: Full Time
We are seeking a Treasury Client Service Advisor to join an established team in Chester. You'll help to support clients with their everyday Banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you'll work in conjunction with a number of other internal teams to provide seamless delivery and build relationships with a variety of client stakeholders.
Duties:
- Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.
- Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.
- Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
- Form strong client relationships through regular verbal communication, understanding our clients' business and priorities.
- Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
- Face to face meetings, delivering thorough, advisor service reviews.
- Promoting self-service opportunities and demand reduction.
- Tailoring your service approach according to client needs in order to influence positive 'client satisfaction' survey responses.
- Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.
- Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
- Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.
Core skills - Required and Desirable:
- Experience in client service or client facing roles.
- Experience gained within financial services or investment banking (Desirable).
- An understanding of cash management and/or treasury products and clearings (desirable).
- Appetite to evolve and add to a continued excellence environment.
- The ability to travel to client visits.
- Strong verbal and written communication skills.
Nice to have:
- Fluency in a major European language in addition to English (written, reading and speaking).
Whether you're already working within operational cash management, or servicing clients in a financial services environment and you have the passion to develop a career in wholesale banking then we'd love to hear from you.
We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Client Service Advisor in Chester employer: Pontoon
As a Client Service Advisor in Chester, you'll join a dynamic team that prioritises client relationships and professional growth. Our inclusive work culture fosters collaboration and innovation, providing you with opportunities to enhance your skills in the financial services sector while enjoying a supportive environment. With a commitment to employee development and a focus on delivering exceptional service, we ensure that every team member feels valued and empowered to succeed.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Advisor in Chester
✨Tip Number 1
Network like a pro! Reach out to current or former employees in similar roles on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by practising common questions related to client service and treasury management. We recommend role-playing with a friend to get comfortable with your responses and show off your communication skills.
✨Tip Number 3
Show your enthusiasm! During interviews, express your passion for client service and how you can contribute to the team. Remember, they want someone who’s not just qualified but also genuinely excited about the role.
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple way to reiterate your interest in the position and keep you fresh in their minds. Plus, it shows you’re proactive and professional!
We think you need these skills to ace Client Service Advisor in Chester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in client service and any relevant financial services background. We want to see how your skills align with the role of a Client Service Advisor!
Showcase Your Communication Skills:Since strong verbal and written communication is key for this role, don’t shy away from demonstrating these skills in your application. Use clear, concise language and make sure to proofread for any errors before hitting send!
Highlight Your Team Spirit:This role is all about collaboration, so be sure to mention any experiences where you’ve worked as part of a team. We love to see how you can contribute to a cohesive environment and help achieve common goals.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at Pontoon
✨Know Your Client Service Inside Out
Make sure you understand the key aspects of client service, especially in the context of treasury and cash management. Brush up on common banking terms and processes so you can speak confidently about how you would support clients and manage their expectations.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you've built strong relationships with clients in the past. Think about specific situations where your communication skills made a difference. This role is all about trust, so demonstrating your ability to connect with clients will be crucial.
✨Be Ready for Scenario Questions
Expect questions that ask how you would handle specific client scenarios or conflicts. Practice articulating your thought process and how you would leverage internal resources to resolve issues effectively. This shows your problem-solving skills and teamwork mentality.
✨Tailor Your Approach
Understand that each client is unique. Be prepared to discuss how you would adapt your service approach based on different client needs. This could involve discussing how you would promote self-service opportunities or tailor your communication style to enhance client satisfaction.
