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