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9 Oct 2020

Temporary Client Services Advisor

PTP_Marketing – Posted by Premier Talent Partners Tempe, Arizona, United States

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

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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.

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How to Apply

To be considered for this position, please register in our proprietary system HERE.

Job Types: Temporary. Salaries: 40,000 - 60,000.

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