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.
About the role
- Service and support representative for Private Wealth Management at U.S. Bank. Handling client calls, transactions, and problem resolution while ensuring client satisfaction.
Responsibilities
- Private Wealth Management Client Services Team 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.
- Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution.
- Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage expansion of the relationship.
- Develops 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 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.
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.
Patent Client Services Administrator managing patent group client portfolios within a hybrid model, ensuring quality service and effective workflows.
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.
Member/Client Service Agent facilitating sales and handling client requests at Desjardins Group. Providing services to assist clients and ensuring client satisfaction.
Client Service Associate at SMBC managing client inquiries related to cash management services. Resolving service issues and supporting cross - selling efforts in a global financial group.