CareerPlan

Client Services Representative I

Los Angeles, CA, USFull-time$55k–$68k2026-10-28 → 2026-11-09
Hybrid

Core

Addressing customer inquiries on cash management products and related banking services via email or phone, while supporting cross-selling efforts and business development.

Role type

Client Services Representative (Transactional Banking)

Builds

Cash management solutions and banking service support for corporate and institutional clients

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Fluent Japanese, Business English, Customer service experience, Multi-tasking, Internal policy knowledge, Solution suggestion

Preferred skills

Banking/financial services industry experience, BA/BS Degree

Technologies

Email, Phone

Responsibilities

Address client inquiries on cash management products, Support cross-selling by identifying client needs, Resolve issues with product teams, Execute internal processes

Seniority

Individual Contributor, Entry to Mid-level