13 часов назад
Senior Client Cash Management Representative
55 000 - 70 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Client Cash Management Representative (Global Custody and Cash Management): Managing client cash inquiries, daily cash deliverables, controls, and complex account support with an accent on accuracy, cash projections, foreign exchange, and client service. Focus on resolving sensitive cash issues, coordinating with internal teams, improving processes, and guiding less experienced representatives.
Location: Boston, United States
Salary: $55,000–$70,000 base salary per year plus annual performance bonus
Company
is a global financial services firm providing investor services, capital partnerships, specialist expertise, technology solutions, and client management.
What you will do
- Serve as the primary contact for client cash management inquiries and the first escalation point for client cash representatives.
- Research and resolve complex cash inquiries while coordinating with client service, treasury, funds transfer, corporate actions, and other internal teams.
- Review daily cash deliverables to ensure timely and accurate completion and client delivery.
- Support resource management, cross-training, staff coverage, and onboarding of less experienced representatives.
- Identify process improvements and use BBH systems, tools, and cash products to improve productivity.
- Maintain client documentation, procedures, and controls while escalating sensitive risk issues.
Requirements
- BA/BS degree or equivalent work experience.
- 1–3 years of global custody experience.
- Strong numerical, analytical, communication, multitasking, and prioritization skills.
- Understanding of cash projections, cash availability, day-to-day transactions, and client deliverables.
- Ability to work independently and accurately under pressure in a deadline-oriented environment.
- Technical proficiency and willingness to learn new tasks.
Nice to have
- Experience with global cash and foreign exchange markets.
- Knowledge of BBH systems and products.
Culture & Benefits
- Partnership-oriented environment with collaborative problem-solving and knowledge sharing.
- Mentoring and professional development opportunities from experienced leaders.
- Benefits covering long-term savings, healthcare, income protection, and time off.
- Annual performance bonus, discretionary bonuses, and profit-sharing may be available.
- Opportunities to contribute ideas beyond the scope of the daily role.
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