SL
Sun LifeSenior Client Support Consultant
Client Support Consultant ensuring smooth group claims experience for employer segment with 2000+ enrolled employees. Collaborating with multiple teams to enhance client satisfaction and resolve issues.
About the role
- Private Wealth Management (PWM) Client Service 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, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist.
- 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
CA
Capital.comClient Service Specialist, English
Client Service Specialist in a leading trading platform. Supporting clients at all levels through various communication channels with a focus on building trust and satisfaction.
CA
Capital.comClient Service Specialist, French
Client Service Specialist at a leading trading platform supporting clients with service inquiries. Engaging with clients through various communication channels while building trust and satisfaction.
CA
Capital.comClient Service Specialist, Arabic
Client Service Specialist supporting clients at all levels in a leading trading platform. Engaging with clients through various channels to ensure satisfaction and provide assistance.
GI
Gateway Services Inc.Client Care Specialist
Client Care Specialist at Gateway Services assisting customers with inquiries and product orders. Ensuring professional service delivery and extensive product knowledge in a fast - paced environment.
Client Support Specialist providing expert guidance on Investor Communication services at BetaNXT. Engage with clients, oversee onboarding, and ensure service delivery excellence in financial services.
DE
Client Service Administrator providing exceptional service as first point of contact for clients. Managing appointments, maintaining clinic organization, and engaging with community outreach efforts.
AD
AND DigitalHead of Client Services
Head of Client Services managing client relationships and account growth at AND Digital. Responsible for strategic direction and innovative solutions in a digital environment.
HH
Hilltop HoldingsClient Service Associate, Registered
Client Service Associate provides administrative support and client interaction for Financial Advisors. Role involves client inquiries, onboarding, and supporting marketing strategies in a hybrid environment.
MS
Moore Kingston SmithClient Services Executive – Financial Planning
Client Services Executive responsible for delivering exceptional client experience in financial planning. Collaborating with advisers and administrators to ensure compliance and timely implementations.