Client Service Advisor - The Planet Group

20-26/hr

Client Service Advisor
Contract
6 months
Start 6/17
Process- video interview
Industry- Large commercial bank with many tech & life science customers
Hours- 8:30am-5:30pm PST
Location- 100 East Tryon Road, Raleigh, NC 27603 United States
WFH situation- Mostly remote with occasional office days - must live within a commutable distance of office
Background check- yes

Must haves:
-2+ years of banking or financial services industry
-Strong communication skills (customer service work)

Preferred:
-Bachelor degree 
-call center work 
Job Description:
The Client Service Advisor provides advanced operational support for a business unit in the execution of daily activities in support of our Go platform. Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.

The schedule for this role is typically Monday through Friday covering the closing shift (subject to change based upon business needs) of 8:30 AM - 5:30 PM PST

Responsibilities:
Service- Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities. Identifies and communicates process inefficiencies. May offer recommendations for process improvements.
Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.