Live opening · Posted 4 days ago
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About the role
Description supplied by the original job listing.
Join a client-obsessed team focused on exceptional service and operational excellence. You’ll be a trusted point of contact who solves problems, coordinates across partners, and strengthens relationships. Grow your expertise in treasury services while helping shape improvements that make the client experience simpler and more seamless.
As a Bilingual client service analyst in the Client Service team, you deliver end-to-end support for a portfolio of clients using treasury services products. You partner across teams to resolve inquiries, identify root causes, and drive durable solutions that improve the client experience. You also apply your language skills to support clear communication and strong client relationships in a global environment.
Job responsibilities
Serve as the primary point of contact for day-to-day service needs for an assigned client portfolio
Partner with teammates to manage client inquiries with timely follow-up, clear ownership, and documented next steps
Resolve issues by identifying root causes, trends, and process gaps to drive durable solutions
Coordinate across relationship, operations, sales, and implementation partners to deliver accurate and consistent outcomes
Build and maintain working knowledge of commercial treasury services products and client service processes
Identify and escalate potential risks and unusual activity to help prevent fraud and reduce exposure
Prioritize daily work using strong time management and organizational skills to meet service expectations and deadlines
Follow established policies, procedures, and controls while maintaining a professional client experience
Provide business-level translation support in English and at least one additional language (Chinese Mandarin, Japanese, or Korean) for service-related interactions, as needed
Participate in client calls (in person and by phone) to support issue resolution, education, and relationship continuity
Contribute to projects that improve service delivery through continuous improvement and innovation
Required qualifications, capabilities and skills
Business-level proficiency in English and business-level proficiency in at least one of: Chinese Mandarin, Japanese, or Korean
Demonstrated ability to support clients or customers through questions, issue resolution, or service requests (academic, internship, or professional experience)
Strong written and verbal communication skills, including the ability to explain next steps clearly
Strong analytical and problem-solving skills, including the ability to identify patterns and root causes
Attention to detail to ensure accuracy and adherence to procedures and controls
Ability to build effective working relationships across multiple teams and stakeholders
Ability to manage multiple priorities and deadlines in a fast-paced environment
Ability to work independently with appropriate supervision, and to escalate complex issues in a timely manner
Proficiency in Microsoft Word, Excel, and PowerPoint for documentation, analysis, and presentations
Professionalism and integrity in all interactions with clients and internal partners
Commitment to continuous improvement and learning
Preferred qualifications, capabilities and skills
Experience supporting treasury services, cash management, payments, or bank operations (internship or professional)
Experience communicating with clients through phone and written channels in a service environment
Experience using case management, CRM, or workflow tools to manage and track service requests
Experience with process improvement, service documentation, or operational excellence initiatives
Experience identifying risks, exceptions, or control concerns and escalating appropriately
Additional language proficiency beyond the minimum requirement (reading/writing and speaking)
Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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