100 East Tryon Road, Raleigh, NC 27603 United States Raleigh,
NC27603US
Posted: 05/17/20242024-05-172024-06-22Employment Type:ContractJob Category:Customer ServiceJob Number: 617419Is job remote?: NoCountry: United States
Job Description
20-26/hr
Client Service Advisor
Contract
6 months
Start 6/17 Process- video interview Industry- Large commercial bank with many tech & life science customers Hours- 8:30am-5:30pm PST Location- 100 East Tryon Road, Raleigh, NC 27603 United States WFH situation- Mostly remote with occasional office days - must live within a commutable distance of office Background check- yes
Must haves:
-2+ years of banking or financial services industry
-Strong communication skills (customer service work)
Preferred:
-Bachelor degree
-call center work Job Description:
The Client Service Advisor provides advanced operational support for a business unit in the execution of daily activities in support of our Go platform. Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.
The schedule for this role is typically Monday through Friday covering the closing shift (subject to change based upon business needs) of 8:30 AM - 5:30 PM PST
Responsibilities:
Service- Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities. Identifies and communicates process inefficiencies. May offer recommendations for process improvements.
Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.
The staffing industry has seen an increase in people falsely representing themselves as recruiters to gather personal information from job seekers. For your safety, do not provide sensitive data to anyone you have not spoken with thoroughly, never provide banking information during the application process and always double check the email address of the recruiter to ensure it’s from @planet-pro.com - and not a domain with an alternative extension like .net, .org or .jobs. Candidate safety is a top priority at Planet Professional.
Planet Professional and The Planet Group of Companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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About Raleigh, NC
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