Client Service Advisor (Hybrid)

Job description

Job Description

Client Service Advisor (Hybrid)

Job Overview:

The Client Service Advisor provides advanced operational support for a business unit in the execution of daily activities in support of the client Go platform.
Facilitates processes and associates 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.
The Client Service Advisor may guide less experienced specialists on the team through knowledge in the area of work.
This is a hybrid position located in Phoenix, AZ and candidates must live within a commutable distance of this office location.
The schedule for this role is typically Monday through Friday covering the closing shift (subject to change based on business needs) of 8:30 AM - 5:30 PM Pacific Time.

Job 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.

Qualifications:

The job order is for 2 roles.
100% Remote, candidates must be local. Additional information, i.e. schedule, etc. included in Responsibilities.
High School Diploma or GED and 2 years of experience in Financial Services or Operations Support OR N/A and N/A years of experience in Financial Services or Operations Support

Preferred Qualifications:

Benefits:

About The Company:

Our client helps innovators, enterprises, and investors move bold ideas forward fast by providing a range of financial services to companies of all sizes in innovation centers around the world. With their dedication to the success of the innovation economy, they help promising companies and partners to innovate, thrive, and create jobs, providing a culture where their employees can learn and grow and together build a more just world.
The innovation sector is essential to the transition to a sustainable, low carbon, net-zero emissions economy. Supporting their clients that are building new sustainability solutions is the most effective way for our client to tackle climate change, which presents a systemic risk to society, the financial system, our clients, and our company. As the bank of the innovation economy, and in alignment with our mission to help our clients succeed and innovate for a better world, our client has committed to providing at least $5 billion in loans, investments, and other financings to support sustainability efforts by 2027.

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Refer code: 8685967. Gtt, Llc - The previous day - 2024-03-22 19:19