Client Services Associate assisting clients and patients with inquiries at Guardant Health. Delivering exceptional support and managing communication with a focus on professional relationships.
About the role
- Client Services Utility Specialist providing expert-level support to Client Services and Implementations teams. Handling complex client inquiries while ensuring seamless service continuity and compliance at financial organization.
Responsibilities
- Provide flexible, expert-level support to both the Client Services and Implementations teams.
- Support complex client inquiries, implementation activities, escalations, training, and quality efforts.
- Act as a primary escalation point for complex treasury-related client inquiries.
- Assist the Customer Service Support Supervisor with monitoring daily operations during peak volume periods.
- Assist Implementation Specialists and Supervisor with client setup validation, system configuration review and testing, and implementation readiness.
- Support Treasury Management system upgrades by validating and testing across system environments.
- Provide one-on-one coaching and mentoring to Client Services associates and Implementation team members.
- Foster strong partnerships with Treasury Management Sales, Center Operations, Relationship Managers, and internal stakeholders.
- Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job.
Requirements
- Associate degree (A. A.) or equivalent from two-year College or technical school
- 3 to 5 years related experience and/or training; or equivalent combination of education and experience
- 3-5 years’ experience in Treasury Management including set up, data input, training and file testing is preferred.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to write reports, business correspondence, and procedure manuals.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- Ability to work with mathematical concepts such as probability and statistical inference, draw and interpret bar graphs.
- Skilled in Microsoft Office Suite with a strong emphasis on Excel and database applications.
Benefits
- Exact compensation may vary based on skills, experience and/or education, and location.
- This position is also eligible for an annual bonus.
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