Foreign Exchange Client Services Associate - Operations
Core
Front-line contact for FX-related inquiries, investigations, and service requests, serving as the first point of contact for clients and internal partners.
Role type
Foreign Exchange Client Services Associate (Operations)
Builds
Client support and operational updates for FX products and transactions
Domain
Banking / Foreign Exchange
Deliverable
client delivery
Required skills
problem-solving, communication, issue resolution, transaction processing, compliance adherence, documentation review, multi-priority management
Responsibilities
Respond to questions regarding balances, transactions, payments, settlements, and foreign exchange activity; Manage and communicate FX service alerts, outages, and operational updates; Partner with technology and operational teams to investigate issues and coordinate resolutions; Support the submission and tracking of FX-related client complaints; Draft professional client-facing communications regarding product enhancements, service disruptions, and business updates; Route inquiries to the appropriate specialized teams and ensure timely follow-up; Review and process transactions and supporting documentation accurately and efficiently; Ensure compliance with established procedures, service standards, and regulatory requirements.
Seniority
Entry-level to Junior
