Overview
In this role, you support treasury clients by delivering responsive, high-quality service and strengthening relationships. You collaborate with Sales, Operations, and Product to reduce friction and improve the client experience in a fast-paced environment. You identify trends, promote self-service, and drive practical improvements to reduce repeat issues. You’ll tackle end-to-end service delivery and help clients achieve their priorities, contributing to a broader mission of trusted partnerships in payments.
Responsibilities
- Manage a portfolio of treasury clients and deliver responsive, high-quality service
- Build trusted client relationships and anticipate service and operating needs
- Resolve service issues end-to-end with clear updates on progress and outcomes
- Collaborate with internal teams to address root causes and improve client experience
- Promote self-service tools to reduce repeat inquiries and improve efficiency
- Analyze payment activity to identify process improvements and service opportunities
- Support execution of client service plans aligned to client priorities
- Document client interactions, issues, and proactive outreach in required systems
- Identify and escalate potential risks or unusual client activity
- Share best practices and contribute to team initiatives and continuous improvement
- Surface ideas for product and process enhancements based on client feedback
Key requirements
- Fluency in English and Italian or Spanish; strong written and verbal communication
- Experience delivering client service and managing a client portfolio in a professional services environment
- Ability to resolve issues end-to-end with ownership and follow-through
- Strong organizational skills to manage multiple priorities and deadlines
- Professional, solutions-focused demeanor in a fast-paced setting
- Strong relationship management and credibility-building abilities
- Negotiation and issue-resolution skills
- Cross-team collaboration and independent work capability
- Cultural sensitivity when engaging with diverse client groups
- Proficiency with multiple systems to track, manage, and resolve client requests
- Sound judgment in identifying, documenting, and escalating risks
- relationship management
- communication
- problem-solving
- ownership
- collaboration
- multi-system client management and tracking
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