5 дней назад
Client Services Professional I (Fintech)
18 - 28$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Professional I (Banking Operations): Managing client servicing requests across account information, money movement, payments, and client documentation with an accent on proactive support, product knowledge, and reliable end-to-end execution. Focus on resolving client issues, identifying when escalation is necessary, and coordinating 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 institution and a subsidiary of Royal Bank of Canada, providing banking and client relationship services.
What you will do
- Manage client servicing needs within an assigned portfolio.
- Answer incoming client calls, emails, and correspondence and complete or escalate requests.
- Support money movement, transfers, payments, account information requests, and client information updates.
- Use product knowledge and standard procedures to provide proactive and reliable solutions.
- Apply critical thinking to resolve client issues and determine when collaboration or escalation is needed.
- 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 client-facing documentation and services experience.
- Basic expertise across a variety of financial products.
- Understanding of upstream and downstream processes and their impacts.
- Regular reporting to the designated City National location is required.
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 benefits, including fertility support and specialized health programs.
- Career mobility support and colleague resource groups.
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