What are the responsibilities and job description for the Client Services Associate position at IntePros?
Location: Pittsburgh, PA or Lake Mary, FL
We are seeking a client-focused and driven Client Services Associate to join our team. This role offers the opportunity to work at the center of client interaction, operations, and service excellence—delivering timely solutions while building strong relationships.
In this position, you will serve as a primary point of contact for client inquiries, ensuring responses are handled efficiently and in line with established service levels. You will play a key role in delivering a consistent, high-quality client experience while meeting productivity and performance targets.
What You’ll Be Doing
We are seeking a client-focused and driven Client Services Associate to join our team. This role offers the opportunity to work at the center of client interaction, operations, and service excellence—delivering timely solutions while building strong relationships.
In this position, you will serve as a primary point of contact for client inquiries, ensuring responses are handled efficiently and in line with established service levels. You will play a key role in delivering a consistent, high-quality client experience while meeting productivity and performance targets.
What You’ll Be Doing
- Act as the first point of contact for daily client inquiries, providing prompt, accurate, and professional responses
- Deliver Level 1 support by resolving issues directly or escalating urgent matters to senior team members when needed
- Partner with internal teams and leadership, including Senior Client Service Officers and Service Directors, to ensure timely issue resolution
- Maintain a strong understanding of Treasury Services products and operational workflows to effectively address client needs
- Contribute to ongoing service improvements by providing feedback and supporting transformation initiatives
- Meet performance expectations across productivity, service quality, and behavioral standards
- Complete required training and develop expertise in company policies, procedures, systems, and tools
- Bachelor’s degree in Finance, Business, or a related field, or equivalent experience
- 3–5 years of experience in banking, payments, operations, or client services
- Strong communication skills, including written, verbal, and active listening
- A client-first mindset with the ability to manage multiple priorities in a fast-paced environment
- Comfort working cross-functionally and adapting to evolving business needs
- Self-motivated with strong problem-solving skills and attention to detail
- Experience or familiarity with FX and banking/payment operations is preferred
- Proficiency in Microsoft Office tools
- Ability to quickly learn internal systems and client service platforms
- Additional information:
- Relevant experience may be considered in lieu of a degree
- Department-specific training will be provided to support your success in the role