Customer Success Representative/ Client Facing

We are seeking a Customer Success Representative to serve as one of the first and most important points of contact for our clients. This is a fully onsite, client facing role where you will manage the full customer journey from delivery and settlement to payment and follow up.

Requirements

• Build and maintain professional working relationships with clients
• Manage daily account activity including trading, scheduling, purchasing, pricing, balance management, and collections
• Conduct metal trades through the bank's portal
• Prepare outgoing shipments using UPS or FedEx
• Enter and maintain accurate transaction data and client communications in the ERP system and CRM
• Apply basic accounting principles with strong mathematical and analytical thinking
• Prepare, organize, and review scheduled transactions
• Audit daily account activity to ensure balance accuracy
• Manage shared inboxes and spreadsheets
• Communicate clearly and confidently with internal departments and external partners
• Support the Front Desk Coordinator as backup coverage when needed
• Maintain compliance with company policies, procedures, and regulatory requirements