Client Services Specialist I

City National Bank; Phoenix (AZ); Hybrid; USD 38,000 - 57,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

401(k) company matching

Tuition Reimbursement

Time Away benefits

Fertility benefits

Recruitment team support

Colleague Resource Groups

Job summary

City National Bank is seeking a CLIENT SERVICES PROFESSIONAL I in Phoenix to manage servicing needs for client relationships. You will respond to calls and emails, provide proactive service, and execute requests end-to-end while following standard procedures.

This role requires a Bachelor's degree and at least 1 year in client service or operations support. The position emphasizes ownership, collaboration, and continuous development through trainings and team meetings.

Qualifications

• Bachelor's Degree or equivalent.
• Minimum 1 year client service, operations and/or relationship management support.
• Minimum 1 year documentation, & services client-facing experience.

Responsibilities

• Answering incoming calls, emails, and correspondence from clients and completing requests on the client’s behalf or escalating requests as appropriate.
• Normally receives detailed instruction, guidance and direction on all work. Works under general supervision. Has limited discretion to vary from established procedures.
• Entrepreneurial sense of ownership of client inquiries & requests, with proactive anticipation of client needs and critical thinking to resolve issues.
• Attending trainings, team meetings, and individual manager meetings for feedback, coaching, and development.

Skills

Client service

Operations support

Relationship management

Documentation

Customer-facing

Education

Bachelor's degree or equivalent

Job description

City National Bank is seeking a CLIENT SERVICES PROFESSIONAL I in Phoenix to manage servicing needs for client relationships. You will respond to calls and emails, provide proactive service, and execute requests end-to-end while following standard procedures.

This role requires a Bachelor's degree and at least 1 year in client service or operations support. The position emphasizes ownership, collaboration, and continuous development through trainings and team meetings.