The Planet Group
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http://www.theplanetgroup.com
http://www.theplanetgroup.com
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Client Service Rep: Financial Services
6-month contract
Location: Phoenix, AZ (Mainly remote but local candidates only)
$24-26/hr
Must Haves:
Job Description:
A Client Service Advisor I (CSA I) is an integral part of a production team responsible for supporting internal business partners in fulfilling client requests. A CSA I works alongside a large team across multiple regions and through an array of different systems. Global Fulfillment is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.
Responsibilities:
Client Service Rep: Financial Operations
4950 S 48th St. Phoenix, AZ 85040 Phoenix, AZ 85040 US
Posted: 11/16/2023
2023-11-16
2023-12-28
Employment Type:
Contract
Job Category: Customer Service
Job Number: 581250
Country: United States
Is job remote?: Yes
Job Description
Client Service Rep: Financial Services
6-month contract
Location: Phoenix, AZ (Mainly remote but local candidates only)
$24-26/hr
Must Haves:
- Bachelor's degree or equivalent experience
- 1+ years of client support experience in financial services or banking
- MS Office (proficient)
- Knowledge of deposit operations
Job Description:
A Client Service Advisor I (CSA I) is an integral part of a production team responsible for supporting internal business partners in fulfilling client requests. A CSA I works alongside a large team across multiple regions and through an array of different systems. Global Fulfillment is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.
Responsibilities:
- 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 98% 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
- 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