Manage client support team handling complex cash management service inquiries and ensuring client satisfaction. Oversee team performance and enhance platform processes while ensuring compliance.
Responsibilities
Lead the client support team in resolving complex inquiries related to online cash management services.
Serve as an escalation point for high-priority client issues, ensuring timely and satisfactory resolution.
Collaborate with CM Business Analysts and Product Manager to troubleshoot platform issues and implement enhancements.
Monitor system performance and client usage trends to identify opportunities for improvement.
Develop and maintain standard operating procedures (SOPs) for client support and platform administration.
Ensure compliance with internal controls, risk management policies, and regulatory requirements.
Track and report on key performance indicators (KPIs) related to client satisfaction, issue resolution, and platform adoption.
Foster a culture of client-centricity, accountability, and continuous improvement.
Cross-sell Cash Management services and support all functions within the CM Support Center function.
Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks.
Requirements
2-4 Years Experience in Financial Institution, Call Center, or Customer Service required
Client Contact Executive managing client enquiries through multiple channels in a hybrid role. Supporting client service initiatives and handling enquiries professionally.
Client Service and Sales Support specialist assisting the sales team at BNY Investments in Milan. Providing administrative and technical support to achieve sales goals.
Client Services Representative managing accounts for Sedgwick, a global risk and claims administration leader. Focusing on customer satisfaction and program management with primary client contact responsibilities.
Client Service Representative assisting customers with daily banking needs at CIBC. Engaging with clients and leveraging technology to improve their banking experience.
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.
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.
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.
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.