Client Services Representative jobs in United States
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IntePros · 7 hours ago

Client Services Representative

IntePros is a global Treasury Services organization seeking a Client Services Representative to serve as the primary point of contact for client inquiries. The role involves delivering timely support, meeting service level standards, and contributing to client service transformation initiatives.

ConsultingInformation TechnologyStaffing Agency
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Senior Management
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H1B Sponsor Likelynote
Hiring Manager
Aine Lavin
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Responsibilities

Act as the first point of contact for daily client inquiries, ensuring timely and professional responses in line with service level agreements (SLAs)
Provide Level 1 support for issue identification, response, and resolution
Meet established productivity and performance targets while delivering a high-quality client experience
Identify and escalate urgent or complex matters to senior client service leadership as appropriate
Contribute to a 'speak-up' culture by providing input into client service transformation initiatives
Complete required training, certifications, and learning journeys within defined timelines
Develop a strong understanding of organizational standards, policies, procedures, and Client Service tools and systems
Build and apply knowledge of the Treasury Services product suite and related operational flows to resolve client inquiries effectively

Qualification

FX experiencePayments knowledgeBanking experienceClient service skillsCommunication skillsAdaptabilitySelf-motivated

Required

Experience in FX, banking, and payments
Ability to deliver timely, high-quality support
Ability to meet service level and productivity standards
Ability to provide Level 1 support for issue identification, response, and resolution
Ability to identify and escalate urgent or complex matters
Ability to contribute to client service transformation initiatives
Ability to complete required training, certifications, and learning journeys within defined timelines
Strong understanding of organizational standards, policies, procedures, and Client Service tools and systems
Knowledge of the Treasury Services product suite and related operational flows

Preferred

Bachelor's degree or equivalent combination of education and experience in banking, finance, or a related field
Self-motivated with a strong client-first mindset
Excellent written, verbal, and listening communication skills
Ability to work cross-functionally and manage multiple priorities under pressure
Adaptable and comfortable in a changing, fast-paced environment

Company

IntePros

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IntePros is an established, woman-owned, privately-held technology and business services consulting agency committed to building long-term relationships and helping more companies leverage the power of a more diverse workforce.

H1B Sponsorship

IntePros has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (6)
2022 (7)
2021 (6)
2020 (13)

Funding

Current Stage
Growth Stage

Leadership Team

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Loren Kovalcik
CEO
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Company data provided by crunchbase