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As a Client Service Advisor, you bring excellent oral, written communication skills, and may develop content that showcases your presentation skills with clients and internal business partners. CSA's communicate effectively with various cross-functional business team partners. You will act as an extension to the clients designated relationship team by working seamlessly with operations, Global Fund Banking Deal Team, and your relationship advisor colleagues. You will serve at the forefront of our client's experience as a trusted resource for new accounts and commercial banking products/services. In addition, you will research and resolve a variety of online, mobile, and operational questions received daily through client email and inbound calls.
Setting client expectations and delivering consistent follow up with clients is a critical deliverable in this role. You will utilize your prioritization skill to effectively manage multiple clients' needs throughout your day. Additionally, you will need to leverage your problem-solving skills to handle client issues with diplomacy, tact and efficiency.
Our team coaches colleagues in terms of client interaction and training to best practices. We play a major role in mitigating firm and client risk; as a result, you will use effective research skills while managing the client experience and internal partner expectations. CSA's share joint accountability with one's direct manager for goal development, training initiatives, and partner feedback.
We are looking for colleagues who are passionate for client service with a demonstrated capability to manage client interaction. Setting client expectations, identifying risk, mitigating technical/operational/servicing issues, and following through with our client are critical for this role. Proficiency in Microsoft products (CRM, Outlook), database applications, workflow platforms and/or analytics tools, is a plus. Knowledge of bank and investment products is preferred. Familiarity with KYC, EDD, and CDD guidelines. Excellent verbal and written communication skills with the ability to succinctly convey an issue and resulting outcome to clients and internal business partners is a key requirement. Strong time management and ability to effectively prioritize work; maintain composure under stressful situations. Essential to team success: a willingness to share credit for wins and successes with ones' teammates. Bachelor's degree is preferred.
Internal Number: 6110887
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