Team Leader managing KYC/AML processes at Vistra Global Services in Mauritius. Leading a team and ensuring compliance with policies and procedures in the onboarding process.
About the role
- Client Services Associate enhancing new and existing client relationships in mortgage services. Resolving client inquiries and providing product information with a focus on quality service in a fast paced environment.
Responsibilities
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and ensuring that key information and documentation remains current
- Answer phones and respond to customer requests
- Identify, research, and resolve customer issues using the computer system
- Manage and maintain order pipeline
- Track and place customer inquiries in the computer system
- Make outbound phone calls as needed to resolve client inquiries and drive pipeline performance
- Provide customers with product and service information
Requirements
- High school diploma or equivalent
- Quality customer service skills
- Basic reading, writing, and arithmetic skills required
- Computer literate with the ability to learn customer service software applications
- Professional verbal and written communication skills and the ability to type 30 wpm
- Ability to maintain a positive and professional business relationship with clients and internal staff
- Proficient in Microsoft Suite, including Office, Teams, and Excel
Benefits
- Health insurance
- Vision insurance
- Dental insurance
- Life insurance
- 401(k) plans
- Employee Stock Purchase Plan
- Paid vacation
- Paid sick time
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
Client Service Associate supporting Relationship Managers in Wealth Advisory. Administration of trust, investment, and retirement accounts with a focus on client relationships.
Client Service Associate providing support to financial advisors at LPL Financial. Focusing on client communication, problem resolution, and service education.
Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Services Executive ensuring every client interaction reflects Vista's commitment to excellence. Managing client journeys and operational aspects for seamless travel experiences.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.