Client Services Analyst at Cozen O'Connor managing collections and client communication issues. Role involves client service, invoice inquiries, and improving collection processes in a hybrid work environment.
About the role
- Senior Associate, Client Service handling inbound and outbound communications for Capital One's Treasury Management team. Proactively and reactively engaging with commercial clients to deliver exceptional service and support.
Responsibilities
- Complete a high-volume of inbound and outbound phone calls daily
- Own the client experience in all interactions including detailed follow through
- Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels; bring awareness to management any constraints or concerns
- Keep internal and external stakeholders (client, sales, service, operations, product) informed of status, risks and issues to delivery
- Collaborate within and across teams and organizations to analyze and resolve client issues
- Advocate for client’s needs with internal stakeholders by providing thoughtful feedback on where clients are achieving their goals as well as where their needs are not being met
- Develop effective solutions for clients when something doesn’t go as planned and eloquently recover to delight the client
- Represents Treasury Management with internal partners and clients based on proven track record of sound judgment
- Deliver results which routinely exceed requirements and expectations with minimal guidance on unstructured objectives
Requirements
- High School Diploma, GED or equivalent certification
- At least 1 year of experience in customer service, client services, business process management or project management
- At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
- Bachelor’s Degree or Military experience (preferred)
- 2+ years of experience in customer service, client services, business process management or project management (preferred)
- 2+ years of experience with Treasury Management (preferred)
Benefits
- Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
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