Client Service Specialist - Virtual Banking Support

Mindlance, Inc.; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

A national recruiting firm is seeking a Client Service Administrator to provide support in a fast-paced environment. The successful candidate will work closely with clients, process service requests, and provide exceptional customer service. Qualifications include effective communication skills, organizational abilities, and computer proficiency. A college degree or equivalent experience is preferred along with a minimum of 1 year Investment Industry experience.

Qualifications

• Basic clerical and administrative skills.
• Self-motivated and able to work in a high activity environment.
• Ability to research and resolve problems and inquiries.

Responsibilities

• Process and follow up on service requests.
• Set timeline expectations for requests.
• Research and resolve problems with clients.
• Provide world class customer service.
• Participate in projects and remediation efforts.

Skills

Effective written and verbal communication skills

Excellent interpersonal and client service skills

Organizational skills

Attention to detail

Problem solving

Strong computer skills

Education

College degree preferred

Equivalent work experience

Tools

Microsoft Office (Excel, PowerPoint, Word)

Salesforce

Job description

Client Service Administrator -Advisor/Communications

• Contract

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at http://www.mindlance.com.


The National Investor Center provides brokerage servicing and financial advisory assistance for Client Personal Wealth Management clients that do not have a locally based Client Financial Advisor. The client base is International.

Position Summary:
Work closely with NIC teams and internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment. Work with clients to resolve issues encountered during service request processing. Work on projects and/or remediation efforts outlined by the company.

Job Responsibilities:
• Process & follow up on service requests to ensure completion in a timely manner.
• Set appropriate timeline expectations for requests and follow up within that time frame.
• Research/resolve problems with both internal/external clients in accurate/timely manner.
• Ability to handle a high volume of requests in a fast paced environment.
• Provide world class customer service to both internal and external clients in all interactions.
• Participate in projects and/or remediation efforts as needed including pilot programs.
• Work with Representatives, Management, and Middle Office Operations as needed.
• Other duties as assigned.


Qualifications:
• College preferred or equivalent experience.
• Basic clerical and administrative skills.
• Effective written and verbal communication skills.
• Excellent interpersonal and client service skills.
• Organizational skills, attention to detail and excellent follow up skills.
• Ability to research/resolve problems and service inquiries and escalate when appropriate.
• Strong computer skills, Microsoft Office (Excel, PowerPoint, Word), Salesforce a plus.
• Be self-motivated and able to work in a strong team and high activity environment.

Preferred Experience:
• College degree preferred or equivalent work experience.
• Minimum of 1 year Investment Industry experience.


This Job is with one of my banking Client.


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