Understand client issues, be responsible for resolving the issue with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
Investigating and resolving generic and complex issues
Building knowledge of Private Bank products and services.
Must be able to efficiently utilize technology to capture and fulfil client’s requests in appropriate systems.
Orientation and problem solving: Resolving issues by identifying underlying or hidden problems and patterns; Developing innovative solutions to problems
Maintaining Client Service high standards: Working to consistently meet client requests; providing and ensuring client satisfaction
Collaborating: Using business knowledge; technical skill and partnership across Wealth Management to solve client problems and enhance business results
Communicating: Delivering clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partners
Required Qualifications, Skills and Capabilities:
College degree or equivalent relationship or client service experience
2 years of experience
Experience with a wide array of financial products. Core Cash Operations experience is a must.
Excellent communication skills both oral and written
Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
Expert knowledge with Microsoft Outlook email, scheduling and task manager
General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases