Customer Experience Associate

Corpay is a global leader in business payments, and they are seeking a Client Experience Associate to support Corporate Dealers. The role involves handling key administrative and operational tasks to ensure seamless trade execution and client account management.

Responsibilities

• Assisting Corporate Dealers in managing client accounts by handling administrative tasks related to trade execution, pricing, and order processing
• Coordinating trade confirmations, settlement processes, and client documentation to ensure accuracy and compliance
• Monitoring daily trade settlements and assisting with trade reconciliation to ensure smooth transactions
• Liaising with shared services departments, including but not limited to Operations, Compliance, Credit, to address inquiries and resolve issues efficiently
• Facilitating an efficient client and dealer experience by project managing processes and communication with our shared services departments
• Managing and updating client data, trade records, and communication logs in Salesforce and internal systems
• Supporting client onboarding and account setup, ensuring all necessary documentation and compliance requirements are met
• Coordinating with the Compliance team on KYC/AML documentation and regulatory requirements
• Preparing reports and analysis on client trading activity and account performance to assist Dealers in client engagement
• Assisting in the preparation of client presentations, market updates, and other materials to support business development efforts
• Organizing and tracking client communications, ensuring timely follow-ups and proactive engagement
• Proactively build relationships with current clients and provide exceptional customer service to ensure client satisfaction and loyalty
• Engaging with clients via phone, email, and virtual meetings to provide updates, answer inquiries, and ensure a high level of service
• Assisting in client education on Corpay Cross-Border platforms and payment solutions
• Identifying opportunities to enhance the client experience and streamline operational processes
• Adhering to compliance obligations, company risk management, Anti-Money Laundering and all company policies
• Providing ad hoc support to your team as and when required

Skills

• Proactive and effective communicator with excellent customer service skills
• Ability to develop and maintain strong relationships
• Strong in Microsoft Excel
• Ability to work independently and as part of a team
• Ability to work in a fast-paced environment

Benefits

• Medical, Dental & Vision benefits available the 1st month after hire
• Automatic enrollment into our 401k plan (subject to eligibility requirements)
• Virtual fitness classes offered company-wide
• Robust PTO offerings including: major holidays, vacation, sick, personal, & volunteer time
• Employee discounts with major providers (i.e. wireless, gym, car rental, etc.)
• Philanthropic support with both local and national organizations
• Fun culture with company-wide contests and prizes

Company Overview

Company H1B Sponsorship