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