Client Support Associate
- Ensures highest quality of client satisfaction by responding to clients on general inquiries.
- Collaborates with internal operational and portfolio management areas to respond to client needs in a timely manner and take immediate action to address issues as they arise, escalating when appropriate.
- Inputs trades and audit appropriately.
- Proactively offers creative solutions and always find ways to improve or enhance the client experience.
- Participate and sometimes lead projects as needed.
- Adheres to process standards and documented procedures.
- Bachelor's Degree or equivalent work experience: - Required.
- Bilingual (Spanish/English). - Required
- 5+ Years Customer service, Business process, or Project Management experience - Required.
- 3+ Years Experience in Microsoft Office (Outlook, Excel, and Word) - Required.
- Ability to manage multiple tasks/projects and deadlines simultaneously.
- Ability to identify and resolve exceptions and to interpret data.
- Proven customer service/relations skills.
- Excellent interpersonal, verbal and written communication skills.
- Ability to work well with all levels of management and internal departments.
- Well organized, detail oriented and exceptional problem solving and follow-through skills.
- Knowledge of bank products, procedures and customer service.
- Must be knowledgeable in lending regulations.
- Must be able to work independently, prioritize projects, and follow through on deadlines.
- Strong analytical and problems solving skills.
- No Certifications listed for this job.
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
- Experience in Microsoft Office products.
Recommended Jobs
Remote Entry Level Sales Representative - Training Provided
About the Opportunity Unlock Potential LLC is hiring entry-level professionals who want to build skills in client communication, virtual consulting, and performance-based work. This is a full…
Licensed Customs Brokerage Import Manager
Customs Brokerage Import Manager . Licensed Required Department: Customs Brokerage Level: Manager/Supervisor Overview: Salary Range: $85,000–$125,000 Position Summary …
Housing Specialist
At Quadel, we’re driven by purpose. We believe that government and communities play a vital role in addressing the housing needs of low-income families and vulnerable populations. If you're passionate…
Customer Service Representative
Lawn Doctor is looking for a dependable and reliable individual to provide exceptional customer service to our lawn care customers. The Customer Service Representative answers phones, speaks with…
Regional Sales Director - New Jersey/Pittsburgh
The Kestra team has over 400 years of experience in the external and internal cardiac medical device markets. The company was founded in 2014 by industry leaders inspired by the opportunity to unite …
Warehouse Operator
The Warehouse Operator will coordinate and execute the activities and operations of the warehouse. Supervisory Responsibilities: ~ None. Duties/Responsibilities: Manages warehouse in…
Physical Therapist
Physical Therapist We have recently partnered with a growing outpatient physical therapy clinic in Green Brook Township, New Jersey , and we are seeking a full-time Staff Physical Therapist to…
Shipping Manager
Position Title: Shipping Manager-DC Department: Shipping Supervisor: Assistant Branch Manager FLSA: Non-exempt (Paid by the hour) Position Summary: The Shipping Manager ha…
Payments Sales Fulfillment Associate
Job Description Do you enjoy providing support to achieve sales and portfolio growth objectives? You have found the right team. As a Sales Fulfillment Associate in the Sales Success Office, you…
Mental health technician (overnight)
HealingUS Centers is looking for an attentive and dedicated Overnight Mental Health Technician to join our team. In this critical role, you will provide support and supervision to clients during nigh…