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Client Service Advisor

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Veear

2021-12-03 07:37:28

Job location Washington, District of Columbia, United States

Job type: fulltime

Job industry: Call Centre / CustomerService

Job description

Position: Client Service Advisor

Location: Tempe, AZ

Duration: 12+ months

Responsibilities:

  • Serves as the primary contact for service requests and technical support of clients resolving a variety of client operational issues or bank transaction inquires.
  • Receives requests through various channels and generates resolution by navigating, researching or escalating the issue typically guided by precedent and/or established procedures.
  • Accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate resolution.
  • Provides client information on their financial business needs in timely manner.
  • May also be responsible for influencing client adoption of online tools.
  • Performs assigned functions under regular supervision and may have worked reviewed to ensure all regulations, procedures, and polices are adhered to.

This role is primarily focused on managing an outlook email inbox - creating cases in CRM, identifying urgency and understanding routing

- provided by Dice

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