Trade and Working Capital Analyst

Bring your curiosity and customer-first mindset to a team that solves real client problems every day. You’ll learn how trade and working capital servicing works end-to-end while building communication, case management, and risk awareness skills. If you enjoy structured learning, teamwork, and delivering high-quality service, this role is a strong place to start and grow your career.

Job summary

As a Trade and working capital client service analyst in the Trade and working capital client service team, you will help clients resolve inquiries by owning cases end-to-end, coordinating with partners, and communicating clearly through to resolution. You’ll follow defined procedures and controls, document actions taken, and escalate higher-risk or complex items when needed. You’ll also build foundational knowledge of trade and working capital solutions through training and coaching.

Job responsibilities

- Respond to client inquiries using established procedures and service standards
- Own assigned cases from receipt through resolution, including timely client updates
- Investigate routine service requests by gathering facts, reviewing records, and identifying next steps
- Escalate complex, time-sensitive, or higher-risk matters to appropriate senior team members
- Coordinate with internal partners to complete required actions accurately and on time
- Support servicing activities across trade and working capital solutions throughout the transaction lifecycle
- Assist with operational events such as issuance, amendments, document handling, settlements, onboarding, and funding-cycle questions
- Maintain complete and accurate case records, including correspondence, supporting documents, actions taken, and resolution details
- Manage an assigned work queue using agreed prioritization and coverage expectations
- Follow information-handling requirements, operational controls, and escalation procedures, including referring unusual requests to the appropriate control team

Required qualifications, capabilities and skills

- Bachelor’s degree or equivalent practical experience
- Strong written and verbal communication skills
- Demonstrated client-service mindset and professionalism in client interactions
- Attention to detail and ability to maintain accurate records and documentation
- Ability to follow defined procedures, controls, and escalation requirements
- Basic analytical and problem-solving skills to gather facts and identify issues
- Ability to organize work, manage multiple tasks, and meet deadlines
- Ability to collaborate effectively with teammates and internal partners
- Comfort learning new products, systems, and processes in a structured training environment
- Working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

Preferred qualifications, capabilities and skills

- Coursework or internship experience in banking, trade finance, supply chain finance, finance, accounting, economics, or a related field
- Exposure to case management, workflow coordination, payments servicing, or financial services operations
- Basic knowledge of letters of credit, guarantees, documentary collections, or open account trade concepts
- Ability to communicate confidently in a fast-paced, deadline-driven environment
- Interest in using data and digital tools to improve service quality and efficiency, with appropriate human review
- Experience documenting processes, identifying recurring issues, or contributing to process improvement
- Experience working with stakeholders across time zones or supporting regional clients

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.