Client Services Associate jobs in United States
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Genesis10 · 2 hours ago

Client Services Associate

Genesis10 is currently seeking a Client Services Associate for BNY. This hybrid position involves acting as the client service point of contact, managing client inquiries, and meeting productivity targets while ensuring a quality professional client experience.

Information ServicesInformation Technology
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H1B Sponsor Likelynote

Responsibilities

Act as the client service point of contact for daily inquiries, ensuring timely responses by adhering to service levels for resolution and providing a quality professional client experience and communication
Meet productivity targets set forth, acting as a Level 1 immediate support for response and resolution
Identify and escalate matters requiring immediate attention to the Senior Client Service Officer and/or Service Director
Provide inputs in the Transformation agenda for Global Client Service
Meet Associate Client Service Officer target objectives and grade level certifications, including performance, behavior, and productivity
Achieve training journey requirements and complete standard company learnings by appropriate deadlines
Develop a firm understanding of all standards, policies, procedures, and Client Service tools and systems required
Acquire and utilize knowledge of the core Treasury Services product suite and associated operational flows to appropriately address client inquiries
Manage client portfolio, handle administrative setups, and perform troubleshooting
Monitor incidents

Qualification

FX ExperienceBanking/Payment ExperienceExcelPowerPointCross-functional abilityMultitasking under pressureCommunication skillsAdaptability

Required

Bachelor's degree or the equivalent combination of education and experience in banking or finance is preferable
3-5 years of total work experience, preferably in an operational area and/or client services
FX Experience
Banking/Payment Experience
Strong communication skills (written, verbal, and effective listening)
Ability to be cross-functional and multitask under pressure
Able to adapt to a changing environment and business needs
Proficient with Excel and PowerPoint
Must be able to work in a hybrid model, 4 days in the office

Preferred

Foreign Exchange (FX) experience is preferred

Benefits

Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
Behavioral Health Platform
Medical, Dental, Vision
Health Savings Account
Voluntary Hospital Indemnity (Critical Illness & Accident)
Voluntary Term Life Insurance
401K
Sick Pay (for applicable states/municipalities)
Commuter Benefits (Dallas, NYC, SF, and Illinois)

Company

Genesis10

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Information Technology and Services

H1B Sponsorship

Genesis10 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 (126)
2024 (68)
2023 (20)
2022 (2)
2021 (13)
2020 (29)

Funding

Current Stage
Late Stage

Leadership Team

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Harley Lippman
CEO and Founder
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Company data provided by crunchbase