Financial Services Account Associate Senior (Wealth Transfer)

What you will be doing:

Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers.

• Addresses inquiries and performs account maintenance on deposits and money market accounts.
• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.
• Interfaces with clients to determine present and future needs and discusses progress toward solutions.
• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.
• Completes banking transactions and identifies opportunities to market bank products to best meet each callers personal needs.
• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.
• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.
• Provides referrals to the managing director or relationship manager for new and additional services.
• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.
• May participate in business reviews to learn about clients strategic direction as well as gain a good understanding of the products and services offerings.
• Other related duties assigned as needed.

What you bring:

• Excellent communication and interpersonal skills
• Excellent knowledge of Customer Services; Global mindset (Desirable)
• Ready to work in night shifts (5 days in a week)
• Temporary work from home. Flexible to work in office environment post operations begin in office.
• A good team player
• Experience of working with global/other teams
• Detail oriented and regard for timeliness
• High regard for deadlines and deliverables
• Owning the work assigned to ensure it completeness without compromising timeliness or accuracy