Overview
Serve as the primary point of contact for institutional clients (funds, fund administrators and financial institutions) on payment-related inquiries and servicing needs, managing client communications and resolving payment issues in coordination with internal Payment Operations teams.
What you'll do
- Serve as the primary client contact for payment-related inquiries, investigations, and servicing requests.
- Develop trusted relationships with institutional clients by delivering proactive communication, timely updates, and an exceptional client experience throughout the payment lifecycle.
- Liaise with Payment Operations, Sanctions, and Relationship Management teams to resolve client issues.
- Manage payment investigations involving wire transfers, payment recalls and delayed or returned payments.
- Communicate with institutional clients via email, telephone, and virtual meetings, providing timely and professional updates.
- Monitor open inquiries and ensure prompt follow-up, escalation, and resolution.
- Develop working knowledge of SWIFT messages, payment flows, banking processes and products.
- Maintain detailed records of client interactions and investigation outcomes.
- Identify recurring issues and recommend process improvements to enhance client experience and operational efficiency.
- Demonstrate client advocacy while balancing operational and risk management requirements.
- Adhere to all applicable regulatory, compliance, and operational risk standards.
What you'll need
- Ability to communicate effectively with client contacts.
- Strong sense of urgency and ownership.
- Ability to manage high volumes of inquiries while meeting service-level expectations.
- Ability to manage multiple priorities in a fast-paced environment.
- Understanding of banking operations and client servicing principles.
- Understanding of domestic and international payment processes.
- Basic knowledge of SWIFT messaging and payment investigations.
- Knowledge of wire transfers, ACH payments, and banking services.
- 5 to 7 years of banking services, cash management, payments, operations, or client servicing experience.
Nice to have
- Experience supporting institutional or corporate clients.
- Experience in handling payment investigations or operational inquiries.
Details
- Location: Bangalore, India.
- Shift coverage: Late EMEA or US shift depending on the need of the role.
Read the full description and apply on the company’s own careers page.