As a Client Service Support Specialist, you will be responsible for providing support to Wealth Management client service teams, managers and clients.

Job responsibilities

• Understand client issues and be responsible for resolving issues with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem
• Review incoming emails from clients and internal partners, working with various areas of the bank for client resolution, opening and monitoring cases and following up on requests.
• Investigate and resolve generic and complex issues and build knowledge of Private Bank products and services
• Manage to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner
• Identify options to evaluate risk and impact on the firm and other employees; owning your course of action
• Review, research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions

Required qualification, skills and capabilities:

• At least 2 years of Experience in the Financial Services and/or Private Banking industry
• College degree or equivalent relationship or client service experience
• Core Payment Processing experience is fundamental
• Excellent communication skills both oral and written
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
• Expert knowledge with Microsoft Outlook email, scheduling and task manager