NEW JOB OPENING
CLIENT SERVICE REPRESENTATIVE
IN Chicago, IL, USA!

 

Date Posted: 10/16/2024
Hiring Organization: Rose International
Position Number: 472912
Job Title: Client Service Representative
Job Location: Chicago, IL, USA, 60604
Work Model: Hybrid
Shift: 8am - 5pm CST
Employment Type: Temporary
Estimated Duration (In months): 5
Min Hourly Rate($): 22.00
Max Hourly Rate($): 25.50
Must Have Skills/Attributes: Investments, Portfolio Management

 

Job Description
Project Overview:

• Assist Custody Client Servicing partners manage existing settlement and fail correspondence with clients.

• Specific process clean-up and management such as PIMCO claim process.

• Research and address client and internal issues and queries.

• Provide bandwidth for team leaders and managers to support cross-training activities.



Required:

• Good oral and written communication skills are required.

• Basic securities industry knowledge is preferred.

• Analytical and problem-solving skills are required.

• Organizational skills are required to manage conflicting priorities and multitask functions in a fast-paced team environment.



Education:

• High School Diploma.



Major Duties:

• Acts as the primary contact for investment management firms on domestic and/or international trade communication and settlement issues relating to client accounts held at the Bank.

• Responsible for daily cash management of multiple currencies for international portfolios. Determines appropriate cash management action to take. Initiate foreign exchange and call account activity for client accounts.

• Coordinates daily with investment managers regarding client account activities. Informs managers of any exceptions and proposed steps for resolutions.

• Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures.

• Researches and resolves processing inquiries and prepares correcting entries including reversals and rejects.

• Expected to use some initiative but refer more complex problems to supervisors/experts.

• Works effectively as a team member but also independently.

• Knowledgeable of the core aspects of the job.

• Working towards becoming proficient in all areas of the job.
  • **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

  • **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**


 

Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

 

Apply Now

Send me a reminder to complete this application

 

About Rose

  • Founded in 1993
  • Office Locations Across the U.S.
  • 150+ Clients: Corporations and Government Agencies
  • Employee Oriented Company
  • Challenging Assignments Across the U.S.
  • Continuous Professional Development

Your team at Rose International is always very helpful and responsive.

Barbara, Consultant

My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.

Diana, Consultant

Rose is an assembly of people grounded in honesty, truth and dignity for all of its employees and contractors.

Samba, Consultant

I have been very pleased with my experience with Rose International. Everyone that I encountered was very helpful and courteous.

Stephanie, Consultant

As a contractor, I have to say that Rose International was by far the best agency I have worked for.

Q'testdalir, Consultant

EMPLOYEE COMMENTS

  • We want you to work with us, but don't take our word for it. Take a look at this sampling of employee comments. They speak for themselves.