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5 дней назад

Client Services Professional I (Fintech)

18 - 28$
Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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