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Client Support Advisor : 17-02803
Ref No.: 17-02803
Location: Tempe, Arizona
Primary Skills : Client Support, Client Feedback, Email
Duration : 7+ Months
Contract Type : W2 Only 
 

Responsibilities :
  • This CSA would be accountable for navigating and identifying service related and/or operational client emails, assigning emails to other team members as well as following up and researching/responding to select client or internal business partner inquiries.
  • Through our day to day interactions with hundreds of clients, CSA’s can provide client feedback on product/feature functionality and client experience to product/channel team colleagues.
  • As a CSA on our team, you represent the voice of our client.
  • CSA’s collaborate across and outside the organization, with Client Support Center (CSC) colleagues, in-market Relationship Advisor (RA) community, Global Treasury (GT), Operations, IT and vendor partners.
  • Our team manages our National client portfolio of promising firms and serves as the single point of contact for all client interactions.
  • As a Client Support Advisor, you bring excellent oral and written communication skills, and may develop training content that showcases your presentation skills with clients and internal business partners.
  • CSA’s communicate effectively with various cross-functional business team partners and vendor contacts.
  • You will serve at the forefront of our client’s experience as a technical resource for new commercial banking products/channel and the incubator for new rep facing tools.
  • Setting client expectations and delivering consistent follow up with clients is a critical deliverable in this role.
  • In coordination with a team of internal and/or vendor supported colleagues, you will utilize your problem-solving skills to handle client issues with diplomacy, tact and efficiency.
  • Our team coaches colleagues in terms of client interaction and training to best practices.
  • We play a major role in mitigating firm and client risk; as a result, you will use effective research skills while managing the client experience and internal partner expectations.
  • CSA's share joint accountability with one’s direct manager for goal development, training initiatives, and skills development plan and partner feedback loop.
 
   Please apply directly with your updated resume and contact Randhir at : 408-907-2970