Client Services Associate
3 weeks ago
SUMMARY:
Responsible for assisting client services and operations departments with depositor (“client”) day-to-day support functions.
ESSENTIAL FUNCTIONS:
The following is a list of essential functions which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
ESSENTIAL DUTIES & RESPONSIBILITIES
Interact with clients via telephone, email, online chat, or in-person to provide account support.
Assist with the administrative and operational components of onboarding and maintaining client accounts.
Participate in user acceptance testing (UAT) of core system and client-facing applications in order to support customers’ needs.
Field client questions or concerns and escalate inquiries to applicable personnel.
Troubleshoot and resolve inquiries for online banking users.
Maintain filing systems.
Perform other duties as assigned.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required.
Service-oriented and proven problem resolution skills.
Excellent interpersonal, verbal and written communication skills. Communicates with tact, diplomacy, and discretion, as well as the ability to maintain confidentiality.
Proficient in Microsoft Office: Outlook, Teams, Word, Excel, SharePoint, etc.
Experience with Salesforce preferred, but not required.
EDUCATION & EXPERIENCE:
Minimum: Associate’s degree in Business or related field.
Five (5) plus years of experience in a customer service or administrative role, preferably within the financial services industry.
LICENSES & CERTIFICATIONS:
Minimum: None
SKILLS & COMPETENCIES:
Self-starter with a strong sense of ownership and involvement.
Demonstrated ability to work independently, establish priorities, multi-task, and meet deadlines.
Strong attention to detail.
Effective interpersonal and customer service skills to communicate with a range of clientele.
Strong organizational, time management, and planning skills.
Ability to function well in a fast-paced environment.
Ability to think critically and act quickly.
WORKING CONDITIONS:
Traditional office environment with no unusual work conditions.
Prolonged periods sitting at desk and working on computer.
Frequent use of keyboard with repetitive motion of hands, wrists, and fingers.
PHYSICAL DEMANDS:
Ampersand, Inc. promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees.
Speaking, hearing, and vision are required to perform essential functions.
Digital dexterity and hand/eye coordination in operation of office equipment.
Light lifting (~25 lbs.) and carrying of supplies, files, etc.
Body motor skills sufficient to enable the incumbent to move from one office location to another.
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