5 дней назад
Client Services Professional I (Fintech)
18 - 27$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Professional I (Financial Services): Managing client servicing relationships and completing account, payment, transfer, and information requests with an accent on proactive support, product knowledge, and reliable end-to-end execution. Focus on resolving client issues, identifying when escalation is needed, and maintaining consistent service across operational processes.
Location: In office at 7878 North 16th Street, Phoenix, Arizona, US, 85020
Salary: $18.39–$27.62 per hour
Company
is a financial services company and a subsidiary of Royal Bank of Canada, serving clients, colleagues, and communities through banking and client relationship services.
What you will do
- Manage servicing needs for clients within an assigned portfolio.
- Respond to incoming calls, emails, and correspondence and complete client requests or escalate them when appropriate.
- Support money movement, including transfers and payments, provide account information, and update client records.
- Use product knowledge and standard procedures to provide proactive, reliable, and consistent end-to-end service.
- Attend training sessions, team meetings, and manager meetings for coaching and development.
Requirements
- Bachelor’s degree or equivalent.
- At least one year of experience in client service, operations, or relationship management support.
- At least one year of documentation and client-facing service experience.
- Basic expertise across a variety of products.
- Understanding of upstream and downstream processes and their impacts.
- Ability to report to the designated City National location; the role is not remote.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal upskilling and training resources.
- Vacation, sick, and volunteer time benefits.
- Health and family planning support programs, including fertility, cancer, diabetes, and musculoskeletal benefits.
- Career mobility support and colleague resource groups.
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