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Banking Client Services Specialist
2 months ago
Hello,
We are excited to present an opportunity for a Banking Client Services Representative based in New York City or San Francisco, CA. This position is a full-time, permanent role that requires onsite presence.
Position Summary:
The role primarily involves delivering exceptional customer support by assisting with account creation, data migration between platforms, document collection, and back-office coordination within a reputable banking institution.
Key Responsibilities:
- Provide high-level customer service, ensuring client satisfaction.
- Engage in the creation of client communication scripts and supplementary materials.
- Conduct client outreach through calls, emails, and meetings, while maintaining accurate reporting and tracking.
- Offer Level 1 triage and help desk coordination, focusing on top-tier clients and post-conversion support.
- Monitor surge support weekly and forecast monthly to identify ongoing needs.
- Collaborate with the client training team to develop training materials and facilitate sessions.
Qualifications:
Applicants should possess a minimum of 5 years of experience in a banking or call center environment, particularly with high-net-worth clients. Candidates must demonstrate:
- Expertise in Treasury Management and Payment Products.
- Ability to simplify and convey complex technical information.
- Strong analytical and problem-solving skills.
- Exceptional communication skills, both written and verbal.
- Attention to detail and a proactive approach to tasks.
Experience in handling a variety of client interactions, including technical support and issue resolution, is essential. A background in help desk operations is advantageous.
Thank you for considering this opportunity.
InfiCare Technologies
