Job opportunity
Client Service Associate in Banking
PTMA Financial Solutions
Enhance participant experiences as a Client Service Associate focusing on customer inquiries and requests. In this hands-on role, you'll engage clients effectively using your banking expertise and exceptional communication skills.
Join a dynamic banking environment where you will respond to client inquiries, manage data accuracy, and process audit requests. This position requires 1-2 years of customer service experience, with strong organization and detail orientation. You will work collaboratively with team members and management to ensure a seamless client journey.
Key Responsibilities:
• Assist clients with inquiries via phone and email
• Track client requests using Customer Service Management System
• Ensure data accuracy for all client information
• Process audit confirmation requests promptly
• Support team members with various duties
Requirements:
• Associates Degree or higher required
• 1-2 years of customer service experience preferred
• Proficiency in Outlook and Excel required
• Strong communication skills for client interactions
• Must work effectively in a team-oriented environment
Utilize your interpersonal skills and banking knowledge to elevate client service in this engaging role.
#J-18808-Ljbffr
Apply on source site Join a dynamic banking environment where you will respond to client inquiries, manage data accuracy, and process audit requests. This position requires 1-2 years of customer service experience, with strong organization and detail orientation. You will work collaboratively with team members and management to ensure a seamless client journey.
Key Responsibilities:
• Assist clients with inquiries via phone and email
• Track client requests using Customer Service Management System
• Ensure data accuracy for all client information
• Process audit confirmation requests promptly
• Support team members with various duties
Requirements:
• Associates Degree or higher required
• 1-2 years of customer service experience preferred
• Proficiency in Outlook and Excel required
• Strong communication skills for client interactions
• Must work effectively in a team-oriented environment
Utilize your interpersonal skills and banking knowledge to elevate client service in this engaging role.
#J-18808-Ljbffr