Senior Banking Support & Client Relationship Specialist

Cortex Consultants LLC; Tampa (FL); Hybrid; USD 45,000 - 65,000; Full time

Job summary

A financial services consultancy is seeking a Customer Support Analyst to provide high-level support for client accounts and documentation migration. This role involves interactions with high-net-worth clients and internal stakeholders, requiring strong communication and analytical skills. Candidates should have at least 5 years of commercial banking experience and be prepared for flexible work hours between 3 AM and 7 AM. You will track support needs and contribute to client training materials, ensuring excellent service delivery.

Qualifications

• 5+ years of experience as a Junior Banker/Relationship Specialist or in a Call Center with high-net-worth clients.
• Thorough understanding of Banking and Financial Industry.
• Experience in migration activities is preferred.

Responsibilities

• Support client service transfers and process requests per bank guidelines.
• Create client conversation scripts and perform client outreach.
• Coordinate documentation collection and provide post-conversion support.

Skills

Critical thinking

Negotiation skills

Attention to detail

Analytical skills

Communication skills

Interpersonal skills

Job description

A financial services consultancy is seeking a Customer Support Analyst to provide high-level support for client accounts and documentation migration. This role involves interactions with high-net-worth clients and internal stakeholders, requiring strong communication and analytical skills. Candidates should have at least 5 years of commercial banking experience and be prepared for flexible work hours between 3 AM and 7 AM. You will track support needs and contribute to client training materials, ensuring excellent service delivery.