Client service representative

Job Title

Client Service Representative

Corporate Title

Officer

Location

Bromley

Role Description

Provide end-to-end client support across treasury activities, acting as the primary point of contact to deliver a seamless, high-quality service. The role focuses on building client relationships, offering proactive advisory, and collaborating across internal teams to enhance client experience, drive operational efficiencies, and ensure consistent service delivery.

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 to 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 then we’d love to hear from you.

This role presents an exciting opportunity to grow your career with exposure to a variety of financial products, internal exposure to business and support stakeholders and expected year-on-year growth and expansion of the team, we can offer excellent development, and the role represents the ideal.

Responsibilities

• Support clients with all aspects of treasury movements, managing expectations through regular updates.
• Act as front-line support, coordinating internal partners to deliver accurate and timely resolutions.
• Build good client relationships through regular communication and understanding client priorities.
• Provide client advisory by identifying operational efficiencies, reducing repairs, and promoting self‑service opportunities.
• Deliver face‑to‑face service reviews, positioning advisory insights and demand reduction initiatives.
• Tailor service approach to client needs to influence positive client satisfaction outcomes.
• Professionally resolve conflicts and elevate risks that may impact the client experience.
• Leverage industry and product expertise to deepen relationships and mitigate servicing risks.
• Collaborate with Sales, Product, Operations, Technical Support, and Fulfilment to ensure seamless delivery.
• Help build and support a cohesive, high‑performing team aligned to shared goals and consistent client service.

Qualifications

• Experience in client service or client‑facing roles
• Experience gained within financial services or investment banking
• Appetite to evolve and add to a continued excellence environment
• The ability to travel to client visits
• Effective verbal and written communication skills
• Influencing skills to foster an optimum and timely resolution for the client

Additional Skills

• Fluency in a major European language in addition to English (written, reading and speaking).
• An understanding of cash management and/or treasury products and clearings.

Benefits

• At Bank of America, we strive to prioritise employees’ health and wellbeing – it’s what makes us a Great Place to Work.
• Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner.
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons.
• We offer 26‑weeks paid maternity leave, 16‑weeks paid paternity leave and inclusive family leave arrangements for working parents and carers including 20 days of back‑up childcare including access to school holiday clubs and 20 days of back‑up adult care per annum.
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness, cycle to work etc.
• Access to free counselling through the Employee Assistance Program and virtual GP services through our private health care plan.
• Access to an Employee Assistance Program for confidential support and help for everyday matters.
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
• Opportunity to access our Arts & Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

Equal Opportunity Statement

We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio‑economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Conduct

Good conduct and sound judgment is crucial to our long‑term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mindset are the cornerstones of our Code of Conduct and are at the heart of managing risk well.