Client Services Specialist

Grasshopper Bancorp, Inc.; New York (NY); Remote; USD 40,000 - 80,000; Full time

Job summary

Ein innovatives Unternehmen im Finanzdienstleistungssektor sucht einen Client Services Specialist, der leidenschaftlich daran interessiert ist, Kunden durch ihre Bankreise zu begleiten. In dieser Rolle sind Sie der erste Ansprechpartner für Kunden und helfen ihnen bei der Kontoeröffnung und -verwaltung. Sie arbeiten eng mit verschiedenen Abteilungen zusammen, um sicherzustellen, dass alle Kundenanfragen zeitnah und effektiv bearbeitet werden. Wenn Sie über hervorragende Kommunikationsfähigkeiten verfügen und in einem dynamischen, teamorientierten Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Mindestens zwei Jahre Erfahrung im Kundenservice im Bank- oder Finanzdienstleistungsbereich.
• Ausgezeichnete mündliche und schriftliche Kommunikationsfähigkeiten.

Responsibilities

• Hauptansprechpartner für Kunden sein und deren Fragen und Anliegen bearbeiten.
• Zusammenarbeit mit anderen Abteilungen zur Lösung von Anfragen.

Skills

Kundenservice

Kommunikationsfähigkeiten

Problemlösungsfähigkeiten

Flexibilität

Tools

Zendesk

Microsoft Windows

Mac OS

Job description

Join to apply for the Client Services Specialist role at Grasshopper Bank.

Description

Grasshopper Bank is a client-first, digital bank built for the business and innovation economy, focused on providing leading-edge technology, solutions-driven products, and superior service through passionate people and digital resources.

We are a diverse, experienced team that values diversity of thought and perspective. Our portfolio includes VC, PE & Portfolio Companies, SBA Lending, direct SMB, Embedded Banking, and Consumer products. We support clients at every stage of their business growth through inclusive partnership.

Our culture emphasizes cross-functional teamwork, accountability, and celebrating successes. We offer a remote work environment with offices in NYC and Boston, supporting banking innovation in the digital financial services sector.

What You'll Do

You will serve as the primary point of contact for clients, managing questions or concerns to ensure a seamless banking experience. Your responsibilities include guiding clients through onboarding, account opening, and management, as well as supporting ancillary products and strengthening client relationships. Collaboration across departments such as Banking, Operations, Technology, and Compliance is essential.

Responsibilities Include

• Act as a primary contact for clients across various organizational profiles.
• Log, dispatch, and resolve client requests following established processes.
• Coordinate with other departments and third-party vendors to resolve inquiries.
• Assist with projects and client communication via phone, chat, email, SMS, and secure messaging.
• Train and mentor junior team members, and develop expertise within the department.
• Ensure compliance with relevant laws and regulations, including BSA, AML, OFAC, and others.

What You Need

• At least two years of experience in a customer-facing role within banking or financial services.
• Understanding of business documentation for new accounts.
• Flexibility to work hours accommodating different time zones.
• Excellent verbal and written communication skills.
• Experience with ticketing systems like Zendesk is preferred.
• Strong problem-solving skills and ability to work independently.
• Proficiency with Microsoft Windows, Mac OS, and mobile platforms.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Other

Industries

• Banking