Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Home Builder Finance Banking Assistant providing support to Relationship Managers and handling customer requests. Duties include preparing documents, maintaining records, and assisting with service transactions.
Responsibilities
- Handle and respond to customer informational requests and keep respective Relationship Managers informed when appropriate
- Prepare and process documents, such as new accounts, fund transfers, etc.
- Complete account and product documentation along with maintaining customer account records
- May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, accept loan payments, give account balances, and perform stop payments
- Offer assistance to clients who call for or drop by to see their Relationship Manager
- Assist department and Relationship Managers in development of cross-selling and other sales activities and opportunities
Requirements
- High School Diploma or GED
- 4 years general banking experience
- Ability to communicate effectively with team members and management while understanding confidentiality to sensitive information
- Ability to develop and maintain effective working relationships with internal and external partners
- Demonstrated ability to independently identify goals; prioritize tasks and execute tasks to meet deadlines
- Demonstrated ability to manage multiple priorities in changing, fast-paced environment
- Demonstrated administrative experience, time management and troubleshooting skills
- Exceptional customer service skills, over the phone and in person, with our customers and internal departments
- Proficient in MS Office
- Proactively seeks opportunities to execute tasks effectively; without direct supervision
- Proven experience working independently with minimal supervision
- Strong organization skills and able to think analytically
Benefits
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Services Associate managing operational aspects of transactions at GLAS, an institutional debt administrator with a blue - chip customer base.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross - functional teams to ensure high customer satisfaction in London.
Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
Client Support Lead providing operational support and mentoring for teams at Zinnia. Liaising with multiple departments to resolve client and production issues.
Client Services Representative responsible for addressing account and transaction inquiries for Moneycorp. Providing exceptional support and communication to enhance customer satisfaction and loyalty.
Senior Specialist at BNY influencing client service through systems integration and business problem - solving. Working with the Salesforce.com ecosystem and guiding less experienced analysts.
Client Services Manager responsible for client account success and campaign performance optimization. Working at Ogury, a global adtech company revolutionizing persona - based strategies.
Client Services Supervisor managing team dynamics while enhancing customer interactions at an independent beauty distributor based in Northbrook, Illinois.