Client Services Coordinator
1 week ago
The Client Services Coordinator plays a key role in delivering exceptional client experiences. This developing professional applies specialized knowledge in monitoring, assessing, and analyzing processes and data to identify policy gaps and formulate policies.
Key Responsibilities:
- Deliver wealth management services to clients with guidance from banking teams, ensuring timely completion of transactions within audit and compliance standards.
- Manage and execute client transactions across business and individual banking, credit, and investment products, guaranteeing effective resolution of statement reporting issues and pricing inquiries.
- Collaborate with operational and middle office teams to ensure seamless client investigations and resolutions, showcasing ownership and initiative.
- Coordinate with relevant teams to achieve objectives, fostering a culture of collaboration and excellence.
Required Skills and Qualifications:
- Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills to identify and resolve complex issues.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Proficiency in industry-standard software applications and systems.
Benefits:
Competitive salary and benefits package, including comprehensive health insurance and retirement plan matching.
Opportunities for professional growth and development through training programs and mentorship.
Collaborative and dynamic work environment that values innovation and creativity.
How to Apply:
If you are a motivated and detail-oriented professional seeking a challenging and rewarding opportunity, please submit your application, including your resume and cover letter, to the designated contact.
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