Client Service Rep: Financial Operations Jobs in Phoenix AZ \ Customer Service Job Recruiters

Phoenix, AZ 85040

Posted: 11/16/2023 Employment Type: Contract Job Category: Customer Service Job Number: 581250 Is job remote?: Yes Country: United States

Job Description

Client Service Rep: Financial Services
6-month contract
Location: Phoenix, AZ (Mainly remote but local candidates only)

$24-26/hr

Must Haves:

Bachelor's degree or equivalent experience
1+ years of client support experience in financial services or banking
MS Office (proficient)

Preferred:

Knowledge of deposit operations

Job Description:
A Client Service Advisor I (CSA I) is an integral part of a production team responsible for supporting internal business partners in fulfilling client requests. A CSA I works alongside a large team across multiple regions and through an array of different systems. Global Fulfillment is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.

Responsibilities:

Delivering an excellent client experience by providing a timely and accurate servicing of client records for the commercial bank.
Supporting client financial needs through proper maintenance of deposit accounts and online banking services.
Providing accurate and clear operational guidance to clients and internal business partners consistent with regulatory requirements, bank policy, and department procedures
Processing approximately 200-300 client requests per month while maintaining an accuracy rate of 98% or higher
Adherence to tight service level agreements on client requests
Ability to research simple to moderately complex requests and communicate to business partners a timely resolution of client inquiries
Flexibility with hours of support and coverage
May support tasks related to regulatory monitoring of accounts as needed

Qualifications/Skills:

Ability to learn products, services, and procedures quickly and accurately
Highly motivated self-starter with a strong work ethic and intense focus on delivering results
Detailed-oriented with a keen eye for accurate quality of work
Strong ability to multi-task, handle high volumes via multiple work queues, and effectively manage time to meet deliverables
Excellent written and verbal communication skills
Resourceful in researching inquiries and providing solutions in simple to moderately complex scenarios
Bachelor’s degree or equivalent work experience
Prefer 1-2 years of experience in the financial industry, knowledge of deposit operations is a plus

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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Client Service Rep: Financial Operations

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