Banking Client Service Specialist
15 hours ago
Maintain a high standard of quality in delivering client services, ensuring the retention and growth of the book of business.
Develop and maintain in-depth knowledge of IA products and services, keeping clients informed of new products and related improvements.
Administer the book of business with emphasis on client service and daily administrative duties, supporting RMs in retaining clients and identifying areas to improve existing relationships and processes.
Ensure compliance with client policies and procedures, as well as regulatory guidelines, by monitoring accounts and resolving client inquiries in a timely manner.
- Work with client contacts to identify and describe problems, contacting involved operations parties to find resolution and convey to client for closure.
- Establish rapport and effectively coordinate all service issues across product lines to deliver quality service to external and internal clients.
- Understand client requirements, working with approved product offerings to construct creative solutions to meet these requirements.
- Proactively assist in the administration of qualified plans, master trust custody, non-profit, and investment management accounts.
- Strive to eliminate all charge-offs and cash processing errors by ensuring the execution of all cash processing transactions is in accordance with existing procedures.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions.
US Tech Solutions is an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.
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