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Client Support Officer Payment Services M/FCACEIS • Montreal, Quebec, Canada
Client Support Officer Payment Services M/F

Client Support Officer Payment Services M/F

CACEIS • Montreal, Quebec, Canada
30+ days ago
Job type
  • Full-time
Job description

Description du poste

The payment services team is in charge of processing all outgoing payment involving clients accounts within currency market deadline, then reconciling any discrepancies spotted. There is as well a filtering control check to identify any restricted payment recipient.

The CSO is representing the company department in front of the client, therefore he should have been trained thoroughly and transversally on all activities managed at custody services Canada. His main duties will consist of (list non exhaustive and subject to amendment):

  • Building and keeping a good rapport with customers and fully comprehending their needs.
  • Providing training on procedures to new team members.
  • Ensuring that client information is updated and reviewed, including sensitive data such as quality level requirement, workflows management and technical documentation .
  • Maintaining knowledge of current services to provide clients with accurate information.
  • Take in charge all client request in a timely manner (within 2 hours
  • Participate to process improvement steps necessary to adapt internal tools to meet client expectations

Payment services

  • Chase broker / client on issues/discrepancies spotted on transactions
  • Take in charge analysis and investigation on existing pending or breaks
  • Manage incoming chasing or queries from counterparts and clients
  • Release payment instructions on market by respecting treasury cut off
  • Be the entry point for incoming calls or client queries

Télétravail : hybride

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Client Support Officer Payment Services M/F • Montreal, Quebec, Canada

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