Work to ensure client's needs are managed to the highest level of satisfaction.
Respond to clients on general inquiries.
Collaborate with internal operational and portfolio management areas to respond to client needs in a timely manner.
Take immediate action to address issues as they arise, escalating when appropriate.
Proactively offer creative solutions to improve or enhance the client experience.
Participate and sometimes lead projects as needed.
Adhere to process standards and documented procedures.

Bachelor's Degree or equivalent work experience:
Required.
5+ Years Customer service, Business process, or Project Management experience
Required.
3+ Years Experience in Microsoft Office (Outlook, Excel, and Word)
Required.
Ability to manage multiple tasks/projects and deadlines simultaneously.
Ability to identify and resolve exceptions and to interpret data.
Proven customer service/relations skills.
Excellent interpersonal, verbal and written communication skills.
Ability to work well with all levels of management and internal departments.
Well organized, detail oriented and exceptional problem solving and follow-through skills.
Knowledge of bank products, procedures and customer service.
Must be able to work independently, prioritize projects, and follow through on deadlines.
Strong analytical and problems solving skills.

Client Support Associate

Key skills