U.S. Private Bank Digital Client Service Associate

2 Days Old

Digital Client Service Associate

As a Digital Client Service Associate within the Private Bank team you will be the primary point of contact for all online related needs of Private Bank clients. You will work in a team-oriented environment with Bankers, product partners, and operations teams to deliver a seamless and integrated approach to the client online experience.

Job Responsibilities

  • Provide exceptional service and flawless execution on client requests and inquiries
  • Follow the firm's controls policies and procedures and regulations as well as protecting client assets against potential fraud activities
  • Engage with respective client facing teams and internal business groups to deliver and execute client transactions

Required Qualifications, Capabilities, and Skills

  • Interest in technology
  • Excellent communication skills (both verbal and written)
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
  • 3+ years of experience in similar roles
  • Strong problem solving acumen

Preferred Qualifications, Capabilities, and Skills

  • Prior experience in the financial service industry in client facing role
  • College degree or equivalent financial service experience
  • Experience with a wide array of financial products

Prior experience working in a high call volume environment

Apply
Location:
Tempe

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