Client Service Specialist Payments
4 weeks ago
Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We are looking for a Senior Client Service Specialist to join International Private Bank Client Service Center of Excellence team. Sr. CSS are responsible in executing Money Transfer payment requests received from the Client and/or Internal Partners; any inquiry to payments, escalations and investigations as it relates to outgoing and inbound requests for all supported products; account maintenance and transaction requests.
As a Client Service Team Lead, you will be responsible for executing Money Transfer payment requests received from the Client and/or Internal Partners; any inquiry to payments, escalations and investigations as it relates to outgoing and inbound requests for all supported products; account maintenance and transaction requests. This process relates to all forms of cash payment and transfer related activities.
Job Responsibilities:
Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment Manage escalations and conduct payment/wire investigations Lead/Participate in special projects and UAT testing for IT enhancements Coaches and provides ongoing support for new joiners/colleaguesRequired qualification, skills and capabilities:
At least 3 years of experience in the Financial Services and/or Private Banking industry Excellent timeliness/accuracy of cash management and transactions and communicates the importance of these values to others Proactively drives initiatives to achieve team targets Active change champion, supporting the Transformation and Digital agenda by carrying out testing and encourages continuous improvement mindset among team Excellent English communication skills (verbal and written) Leverages experience to train and guide others in the escalation and resolution of errors/fraud attempts Recognizes and easily articulates when improvements are required, taking initiative to drive solutions at root cause through flexible problem-solving mindset and engagement with key stakeholders Takes time to understand cause and effect of challenging situations and offers potential solutionsRequired qualification, skills and capabilities:
Language proficiency in Chinese/French/Spanish-
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