As a Client Service Support Specialist, you will be responsible for providing support to Wealth Management client service teams, managers and clients.
Job responsibilities
- Understand client issues and be responsible for resolving issues with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
- Review incoming emails from clients and internal partners, working with various areas of the bank for client resolution, opening and monitoring cases and following up on requests.
- Investigate and resolve generic and complex issues and build knowledge of Private Bank products and services
- Manage to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner
- Identify options to evaluate risk and impact on the firm and other employees; owning your course of action
- Review, research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
- Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
Required qualification, skills and capabilities:
- At least 2 years of Experience inthe Financial Services and/or Private Banking industry
- College degree or equivalent relationship or client service experience
- Core Payment Processing experience is fundamental
- 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