Client Services Advisor

6 days ago


Phoenix, United States Motion Recruitment Full time

Our Client, a National Banking Company, is looking for a Client Services Advisor to join their team in Phoenix, Salt Lake City, OR Raleigh


REMOTE: will need to go into the office 1-2 times per month for Enterprise Day, 1 day quarterly for All Hands Meeting. and occasional others for team building.


Pay: $25-28/hour

***This Is A 12 Month Contract With Opportunity to Convert Or Extend***


As a Client Services Advisor, you will provide advanced operational support for business units in executing daily activities supporting the SVB Go platform.



Duties

  • Voice of the Customer Analysis: Review and analyze feedback from various channels (calls, chats, tickets) to identify trends and issues. Contact stores for follow-up and summarize feedback to provide actionable insights for the Managed Service Provider (MSP).
  • Maintains records or systems crucial for business operations.
  • Answers inquiries and resolves issues, updating department records or systems accordingly Assists in the identification of process inefficiencies or opportunities for improvement
  • May guide less experienced specialists on the team through knowledge in the area of work.
  • 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 Support - 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.
  • Documentation - 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
  • Business Proficiency - 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.


Required Skills & Experience

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


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