Client Service Representative

2 weeks ago

New York, United States Mphasis Full time

*Job Description*

*Role: Client Services Representative - Banking*

*Who are we looking for?*

Roles will be focused on a very high level of Customer Support by helping in creation of account, migrating data from one platform to another, facilitate collection of documentations, triaging and back office coordination in a well-known bank.

*Experience*:

5+ years of experience as a Junior Banker/Relationship Specialist or a thorough Call Center Professional having interacted and catered to high-net-worth clients

*Functional Skills: *
* Online Client service representative must have external client facing experience, especially past experience in providing white glove service.
* High-touch relationship management
* Create *client conversation scripts*, criteria and supplemental materials
* Perform *client outreach (calls, email, meetings),* coordination, and associated reporting and tracking
* *Provide Level 1 triage and help desk coordination*, including top 20 clients team and post conversion support.
* *Track surge support weekly* and forecast monthly to help you determine ongoing surge support needs
* *Provide information for client training* team to create materials and for client training team to hold trainings

*Technical / Non-Technical Skills: *
* _Thorough knowledge and understanding of Treasury Management and Payment Products_
* _Demonstrate ability to simplify and communicate complex technical procedures_
* Hands on approach mindset.
* Strong English Speaking skills.
* Need strong analytical skills and ability to think laterally
* Attention to detail and proactive
* *Strong communication and interpersonal skills (Written and Verbal)*
* Effectively collaborates and communicates with to ensure client satisfaction
* *Detail oriented, while still providing reliable and consistent results. Dependable problem-solving skills.*
* Must have in-depth knowledge of Banking online products, processes, and policies.
* Knowledge in handling a wide variety of situations with a client on the phone, whether its resolving a logon issue or explaining to a client on how to setup online credentials.
* Must have patience and expertise in handling clients that are not tech savvy.
* Resolve customer complaints and issues promptly and communicate/escalate any service-related issues/problems to management.
* Need to possess excellent communication, computer/technical skills, people skills, as well as organizational skills.
* Past Help Desk Experience a plus

Job Type: Full-time

Pay: From $27.00 per hour

Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday

Experience:
* Customer service: 3 years (Required)

Ability to Commute:
* New York, NY (Required)

Work Location: In person

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