Client Services Advisor

4 weeks ago

Raleigh, United States Motion Recruitment Full time

Our client, a leading bank that provides a full range of banking products and services, is seeking to hire a Client Service Advisor to join their team remotely This position provides advanced operational support for a business unit in the execution of daily activities in support of the Go platform. Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies.


*This is a 6-month contract to start, with the opportunity to extend or convert*

*100% remote but must be located in Raleigh, North Carolina*


Responsibilities

  • Answers inbound communications to service accounts, fulfill requests, or address issues.
  • Determines target needs and provides resolution while maintaining a high standard of service.
  • Identifies appropriate course of action for more complex issues or disputes. Operational
  • Performs various operational tasks that occur during customer, vendor, and associate inquiries.
  • Streamlines the workflow for other associates within the business unit through operational activities.
  • Identifies and communicates process inefficiencies.
  • May offer recommendations for process improvements
  • Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials.
  • Maintains and updates department records either physically or within a system.
  • Provides knowledge in area of work.
  • Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant.


Qualifications

  • High School Diploma or GED
  • 2 years of experience in Financial Services or Operations Support
  • Inbound call center experience


You will receive the following benefits:

  • Medical Insurance - Four medical plans to choose from for you and your family
  • Dental & Orthodontia Benefits
  • Vision Benefits
  • Health Savings Account (HSA)
  • Health and Dependent Care Flexible Spending Accounts
  • Life Insurance, Long-Term & Short-Term Disability Insurance
  • Hospital Indemnity Insurance
  • 401(k) including match
  • Paid Sick Time Leave
  • Legal and Identity Protection Plans
  • Pre-tax Commuter Benefit
  • 529 College Saver Plan


Applicants must be currently authorized to work in the United States on a full-time basis now and in the future.

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