Job Description
Job Description
Required Skills & Experience
• 1+ years of experience within clients services from banking
• Experience working with, and understanding process of wire payments, ACH payments, lockbox etc.
• Ability to collaborate in meetings and provide strong communication
• Strong customer service skills – willing to chase down answers and find solutions for their client
• Microsoft Office (specifically Excel)
Nice to Have Skills & Experience
• Spanish or Portuguese speaking
• CRM experience (specifically Microsoft Dynamics)
• Bachelor's Degree
• Foreign Exchange Experience
One of Insight Global’s top banking clients is hiring a Client Services Officer to work onsite 4 days/week in Pittsburgh. This role sits within the Treasury Services department, supporting external clients by resolving complex inquiries and ensuring client satisfaction.
Key Responsibilities:
- Serve as the primary contact for clients, handling issues via phone and email
- Support Senior CSOs with client offboarding and meeting participation
- Collaborate with internal teams to resolve client concerns
- Advocate for clients while managing multiple tasks in a fast-paced environment
Requirements:
- Strong customer service skills and ability to multitask
- Interest in learning operational workflows
- Flexible to work 8-hour shifts between 8am–7pm EST