B2B Client Services Adviser role in legal ed - tech company BARBRI. Responsible for client service, onboarding, and delivery for key B2B clients in UK.
About the role
- Client Solutions Specialist within CIBC's Business Banking team ensuring seamless cash management services and client transitions. Engaging and supporting clients through project implementations and maintaining operational support.
Responsibilities
- Perform after sales service support to Business Banking customers
- Coordinate new and existing client transitions and implementations
- Provide clients with required documentation and agreements
- Ensure timely delivery of cash management solutions
- Update knowledge of internal and external developments
Requirements
- Developed knowledge of CIBC cash management products and services offerings
- Strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint
- Ability to quickly learn proprietary software applications supporting cash management sales process
- Engage with clients to find the right solutions
- Strong relationship-building skills
- Experience in managing project transitions
- Understanding of client servicing in banking
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave and Vacation)
- Holidays
- 401(k)
- Other special perks
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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