Job Description

Position: Client Service Officer

Company: Bank of New York Mellon

Location: Lake Mary, FL OR Pittsburgh, PA

Pay Rate: $22.50/HR

Duration: 6 Month Contract to Hire

Environment: Hybrid 3 days a week on site

Required Skills & Experience:

• 1+ years of experience within clients services from banking
• Experience working with wire payments, ACH payments, etc.
• Ability to collaborate in meetings and provide strong communication
• Foreign Exchange (FX) experience knowledge
• Strong customer service skills – willing to chase down answers and find solutions for their client
• Microsoft Office (specifically Excel)

Nice to Have Skills & Experience:

• Spanish or Portuguese speaking
• CRM experience (specifically Microsoft Dynamics)
• Bachelor’s Degree

Job Description:

One of Insight Global’s top banking clients is looking for a Client Services Officer to sit on site 3 days a week in Pittsburgh, PA or Lake Mary, FL. This person will join the Client Service team within the Treasury Services department of the bank. The Client Service team supports external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. The CSO will act as the main point of contact for the client and will be responsible for client retention and de-escalating / resolving any client issues that arise via email and phone. They will also be responsible for supporting the Sr. CSO’s, helping offboard clients, sitting in on client meetings, and partnering with internal teams to gain information or guidance on how to resolve client issues. This role will be fast paced and needs a candidate who is passionate about customer service, enjoys multitasking, learning operational flows of resolving client inquiries, and comfortable advocating for their clients. This person will need to be flexible working 8 hours a day between the hours of 8am – 7pm EST.

Some main responsibilities may include:

• Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication.

• Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention

• Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements

• Develop a firm understanding of all standards (policies/procedures) & Client Service tools/systems

• Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquires

Exact compensation may vary based on several factors, including skills, experience, and education.

Healthcare benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, financial protection benefits, as well as HSA, FSA, and DCFSA account options. 401k retirement account access is offered starting on the 90th day with employer matching after one year of service. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

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