Provides daily operational service support and ensures the delivery of exceptional client experiences
Resolves client problems in a prompt and effective manner
Tracks collection of client service fees
Analyses client feedback, market trends, and competitive intelligence to provide actionable insights
Identifies process improvements to meet client needs more efficiently
Implements high-impact service strategies that align with client business objectives
Presents strategic reports to management
Engages with clients to understand and diagnose service needs
Ensures all client interactions comply with bank policies, regulatory requirements, and internal controls

3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment
Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred
Specialized knowledge from education and/or business experience
Intermediate level of proficiency: Product Knowledge, Regulatory Compliance, Data Analysis, Reporting, Document Management, Microsoft Office, Problem-Solving, Collaboration, Detail-Oriented, Teamwork

Client Service Advisor

Key skills