Client-Focused Financial Services Advisor

United States Digital Space LLC; Charlotte (NC); On-site; USD 40,000 - 52,000; Full time

Job summary

United States Digital Space LLC is hiring for a role focused on assisting clients with detailed questions about products, accounts, and financial services. The role emphasizes educating clients on value-added opportunities and referring complex inquiries to specialists across the bank while ensuring timely service and adherence to procedures.

The position requires delivering solutions that improve clients' financial lives, building strong client relationships, and maintaining effective time

Qualifications

• Delivers solutions and experiences that improve clients' financial lives
• Demonstrates a willingness to establish a career in the financial services industry

Responsibilities

• Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
• Triages client requests and makes referrals to appropriate internal specialists
• Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities

Skills

Active Listening

Attention to Detail

Critical Thinking

Customer Focus

Oral Communications

Account Management

Client Experience Branding

Decision Making

Emotional Intelligence

Result Orientation

Prioritization

Referral Identification

Written Communications

Education

Bachelor's degree

Tools

Microsoft Office

Job description

United States Digital Space LLC is hiring for a role focused on assisting clients with detailed questions about products, accounts, and financial services. The role emphasizes educating clients on value-added opportunities and referring complex inquiries to specialists across the bank while ensuring timely service and adherence to procedures.

The position requires delivering solutions that improve clients' financial lives, building strong client relationships, and maintaining effective time