Client Support Manager at U.S. Bank establishing relationships with business accounts. Resolving inquiries and promoting electronic solutions for operational efficiency.
Responsibilities
Establishes and maintains great working relationships with assigned business accounts, serving as the main day-to-day contact between program administrators or relationship managers.
Answers, researches, and resolves operational problems experienced by the customer utilizing the Consultative Account Management approach with every client interaction.
Focuses on being a strategic resource by assisting with delinquency management, client systems and program implementations; promotes standards with clients and processes by exiting paper reports or other non-efficient program management techniques and facilitating the adoption of electronic and web-based solutions.
Lifts quality through identifying and reporting issues and maintaining an accurate accounting of assigned portfolio specifics.
Maintains high service satisfaction by following up on client inquiries, providing training, and providing updates.
Coordinates and interacts with internal teams and individuals to ensure high levels of service delivery.
Extremely high client facing position where duties involving customer contact performed primarily through telephone or email communication methods.
Requirements
High school diploma or equivalent
Typically five or more years of customer service experience
Effective verbal, written, and interpersonal communication skills
Proven customer service/relations skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries
Effective telephone skills including listening and demonstrating courtesy, empathy, and accuracy
Thorough knowledge of all relevant operational processes and procedures and company products and services
Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc.
Ability to perform interest calculations and account adjustments
Strong analytical and problem-solving skills
Ability to manage multiple tasks/projects and deadlines simultaneously
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
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.
Client Care Specialist at Gateway Services Inc. ensuring professional customer service through effective focus and operations. Responsible for client inquiries and service requests in a team - oriented environment.
Commercial Card Specialist engaging with clients as key contact for external and internal inquiries. Supporting client needs and ensuring compliance at MUFG, a leading financial group.
Client Service Representative handling renewals and support for clients in the insurance field. Collaborating with producers, managing documentation, and identifying process improvements within the insurance industry.
Client Service Associate providing support for Financial Advisors at LPL Financial in Williston, Vermont. Ensuring high - quality client experience through daily communication and timely resolutions.