This job listing has expired and may no longer be relevant!
9 Oct 2020
Temporary Client Services Advisor
Job Description
Premier Talent Partners is looking for client-oriented and motivated individuals to fill a temp-to-perm Client Services Advisor role with a well-known High-Tech Banking company based in Tempe, AZ. This role will be 100% remote to start, and return to the office only when deemed completely safe – all work-from-home equipment will be provided.
Responsibilities:
- Provide client support for escalated product or service issues and chaperoning issue to completion
- Interact with clients/prospects to determine potential client process improvement
- Offer ongoing advice and support to clients on all activity related to client accounts On-board new clients or add accounts for existing clients – may include direct action or coordination of on-boarding activities with other internal partners
- Gather and validate all relevant legal documentation to adhere to Know Your Customer (KYC) and Anti-Money Laundering, along with other banking regulations
- Prepare necessary bank documents and establish client records
- Review account information once active and contact client with instructions and introductory training
- Support onboarding of new client relationships, including welcome call process, ensuring the client has enrolled in all necessary services, entitlements, and controls as appropriate
- Conduct an initial walkthrough of the online platform
- Reinforces and educates clients of available self-service tools
- Creates, organizes, and delivers regular training and technology demonstrations via web conferencing or in-person to support the client self-service strategy
- May conduct online demonstrations and training to support client adoption
Qualifications:
- 1+ years of experience in client services or a customer-facing role, ideally from the banking and finance industries
- Solid understanding of routine client inquiries including, but not limited to: general account and/or product support inquires, user administration inquiries, and associated online training
- Possess knowledge related to bank deposit and cash management products and services, including but not limited to: online banking platforms, account reporting, cash management disbursement, and collection solutions
- Prior experience working within a CRM is a plus
++
Premier Talent Partners is a recruitment firm specializing in the areas of contract/temp, temp-perm, permanent and payrolling needs across all industries, supporting equitable hiring nationwide.
Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.
How to Apply
To be considered for this position, please register in our proprietary system HERE.260 total views, 0 today