Client Services Associate

4 weeks ago

Tempe, United States Insight Global Full time

Position: Senior Emerging Market Concierge Client Service Associate

Location: Tempe, AZ

Pay Rate: $50-60K


Candidate Requirements:

  • Ability to assist clients in navigating digital products like websites and apps
  • Proficient in Microsoft Office Suite
  • Verbal & written communication skills
  • Organization skills
  • Collaboration & team skills
  • Analytical and problem solving skills
  • Ability to adapt to change
  • Self-starter, does not require supervision


Pluses:

  • Amazon Connect or similar technology


Day to Day:

Provides exceptional, daily operational service support to grow the Bank’s market share and maximize the profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top-tiered clients.

Responsibilities:

  • Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source.
  • Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Explores and identifies enhancements and cross-sell opportunities and bringing these opportunities to the appropriate line of business contact.
  • Actively listens to clients' concerns and diagnoses clients’ service needs.
  • Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.
  • Responds to client concerns in a professional manner to convey ownership, competence, respect for the client relationship.
  • Accurately documents client requests using the group’s tracking systems. Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.
  • Applies consistent and timely follow ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.
  • Serves as an advocate for individual clients and escalating issues as necessary to facilitate the timely resolution of service problems.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications.
  • Tracks collection of client service fees
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Executes work to deliver timely, accurate, and efficient service.

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