Job Description:
Strong written and verbal communication skills with a passion for delivering world-class client experiences.
- Highly motivated self-starter with an impeccable work ethic and intense focus on delivering results and meeting established deadlines.
- Detailed-oriented with a keen eye for accuracy & quality of work.
- Ability to multi-task, handle high volumes via work queues, and effectively manage time to meet service level agreements.
- Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with accuracy.
- Resourceful in researching inquiries and providing solutions in complex scenarios.
- Must be comfortable handling challenging and complex conversations with clients in a highly professional manner.
- Professional, thorough, and organized, verbal and written communication, with emphasis on effective follow-up skills
- Prior experience working in a consultative client-facing role requiring client communication via telephone, video conference & email.
Quals--
Candidates must be located in Phoenix or the Salt Lake City area. Will need to go to the office twice per month.
The CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assist with general onboarding activities, implement tickets, set up deposit accounts, perform Admin IDV tasks, and support the journey of a prospect in becoming a client. The role serves as the first point of contact for addressing daily requests from prospects and provides technical support needs for a variety of client operational issues and bank transaction inquiries. The right candidate will positively influence the client experience by effectively communicating and delivering an accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in a timely manner. The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers. Serve as email coordinator as assigned and effectively manage a universal, client-facing, departmental email box within service level agreement and in a highly professional manner.
Job Types: Full-time, Contract
Pay: $25.00 - $28.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Client Onboarding: 1 year (Required)
- New account opening: 1 year (Required)
- Account management: 1 year (Required)
- New client: 1 year (Required)
- Client services: 1 year (Required)
- Banking: 1 year (Required)
- Financial services: 1 year (Required)
Ability to Commute:
- Salt Lake City, UT 84121 (Required)
Ability to Relocate:
- Salt Lake City, UT 84121: Relocate before starting work (Required)
Work Location: In person