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.
Expected to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner
Detail 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 partner
Researching: Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
Risk & Controls: Adhere to and maintain the firm’s controls policies and procedures as well as protecting client assets against potential fraud activities
Required Qualifications, Skills and Capabilities:
College degree or equivalent relationship or client service experience
Experience with a wide array of financial products. Core Cash Operations experience is a must.
Excellent communication skills both oral and written
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
Expert knowledge with Microsoft Outlook email, scheduling and task manager