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Client Service Advisor

Job in Chester, Cheshire, CH1, England, UK
Listing for: Pontoon
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Title

Client Service Advisor

Location

Chester

Duration

6 months

Working Pattern

Full Time

Responsibilities

We are seeking a Treasury Client Service Advisor to join an established team in Chester. You'll help to support clients with their everyday Banking, cash management and treasury services, building solid relationships and establishing yourself as a trusted advisor. This role offers a high level of visibility as you'll work in conjunction with a number of other internal teams to provide seamless delivery and build relationships with a variety of client stakeholders.

Whether you're already working within operational cash management, or servicing clients in a financial services environment and you have the passion to develop a career in wholesale banking, we would love to hear from you.

Duties
  • Supporting clients with all aspects of their treasury movements, managing expectations with regular updates.
  • Team player, helping to form a cohesive industry team aligned to meet common goals and deliver a consistent service to all clients.
  • Front line support, navigating all internal partnerships and activities throughout the enquiry to deliver an accurate and timely service.
  • Form strong client relationships through regular verbal communication, understanding our clients business and priorities.
  • Client advisory through proactive analysis, identifying operational efficiencies, repair reduction and self-service opportunities.
  • Face to face meetings, delivering thorough, advisor service reviews. Promoting self-service opportunities and demand reduction.
  • Tailoring your service approach according to client needs in order to influence positive 'client satisfaction' survey responses.
  • Professionally resolve conflicts and barriers while appropriately escalating concerns that may jeopardise client experience.
  • Leveraging industry and product expertise to deepen client relationships and mitigate risk throughout the servicing process.
  • Partnering with Sales, Product, Operations, Technical Support and Fulfilment departments in order to provide a seamless delivery to the client.
Required and Desirable Skills
  • Experience in client service or client facing roles
  • Experience gained within financial services or investment banking (Desirable)
  • An understanding of cash management and/or treasury products and clearings (desirable)
  • Appetite to evolve and add to a continued excellence environment
  • The ability to travel to client visits
  • Strong verbal and written communication skills
Nice to Have
  • Fluency in a major European language in addition to English (written, reading and speaking).
Legal and Inclusion Statement

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

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