Lead Client Service Representative at NFP managing the CSR Team and complex client accounts. Providing effective customer support and collaborating with Account Managers in a hybrid setting.
About the role
- PWM Client Service Associate providing support to Wealth Management clients through daily calls, transactions, and compliance problem resolution. Proactively identify issues while fostering client satisfaction and relationship expansion.
Responsibilities
- Private Wealth Management (PWM) Client Service Associate is a service and support representative
- Functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank
- Handle day-to-day client calls and transactions and problem resolution
- Escalate items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist
- Work proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship
- Develop working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures
Requirements
- Associate's degree, or equivalent work experience, OR
- Five or more years of relevant experience
- Excellent verbal, written and interpersonal communication skills
- Proven customer service and problem resolution skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Advanced knowledge of departmental and bank products and services
- Sufficient understanding of departmental procedures and systems to operate with very limited supervision
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Services Officer providing administrative support for custom and open programs at UQBS Executive Education. Ensuring smooth operational delivery of high - impact executive learning experiences.
Client Services Support Coordinator providing administrative support at a healthcare staffing company. Responsible for candidate management and client communications while working remotely with some onsite days.
Client Services Case Manager responsible for case management and treatment adherence for patients living with HIV/AIDS. Coordinating medical and social services at Harbor Health Centers with a comprehensive benefits package.
Client Services Manager leading Tier 1/Tier 2 support teams for NetVendor. Responsible for customer service delivery, team performance, and process improvement.
Manager supporting the development and execution of strategic initiatives for client services at Bank of America. Engaging with stakeholders to improve operations and processes for optimal client experiences.
Client Services Administrator at Attivo fostering relationships with clients and handling inquiries. Supporting Financial Planners and ensuring exceptional customer service while adhering to compliance regulations.
Client Services Administrator at Attivo, fostering client relationships and providing administrative support in hybrid work setup. Required to be in office at least 3 days a week, remote for remaining days.
Service and support representative for Private Wealth Management at U.S. Bank. Handling client calls, transactions, and problem resolution while ensuring client satisfaction.
Liaison for commercial banking clients providing technical and operational support for Treasury Services at Prosperity Bank. Resolving client issues and facilitating account openings while managing multiple tasks.