Portfolio Service Advisor

7 days ago


Phoenix, United States Veear Projects Full time

**Job Summary**:
The Portfolio Service Advisor (PSA) is an integral part of a production team responsible for supporting internal business partners in offboarding clients. A PSA I work alongside a large team across multiple regions and through an array of different systems. Centralized Closures is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.

**This position will**:

- Delivering an excellent client experience by providing a timely and accurate servicing of client records for the commercial bank.
- Supporting client financial needs through proper maintenance of deposit accounts and online banking services.
- Providing accurate and clear operational guidance to clients and internal business partners consistent with regulatory requirements, bank policy, and department procedures
- Processing approximately 200-300 client requests per month while maintaining an accuracy rate of **% or higher.
- Adherence to tight service level agreements on client requests.
- Ability to research simple to moderately complex requests and communicate to business partners a timely resolution of client inquiries.
- Flexibility with hours of support and coverage.
- May support tasks related to regulatory monitoring of accounts as needed.

**Desired Skills**:

- Ability to learn products, services, and procedures quickly and accurately.
- Highly motivated self-starter with a strong work ethic and intense focus on delivering results.
- Detailed-oriented with a keen eye for accurate quality of work.
- Strong ability to multi-task, handle high volumes via multiple work queues, and effectively manage time to meet deliverables.
- Excellent written and verbal communication skills.
- Resourceful in researching inquiries and providing solutions in simple to moderately complex scenarios.
- Bachelor’s degree or equivalent work experience.
- Prefer 1-2 years of experience in the financial industry, knowledge of deposit operations is a plus.

**Qualifications**:
**Skills and Requirements**:

- 1+ years of experience in banking/financial services industry.
- BS/BA Degree preferred.
- Call center experience preferred.
- Knowledge of regulatory requirements that impact financial services.
- Proficient in MS Office software.

**Job Type**: Contract

Pay: $25.00 - $29.00 per hour

Expected hours: 40 per week

**Benefits**:

- Dental insurance
- Paid time off
- Vision insurance

Day range:

- Monday to Friday

Shift:

- 8 hour shift

Work Location: Hybrid remote in Phoenix, AZ 85040



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