reputed company Full Stack Financial Services Account Associate Senior – Remote Work Opportunity with reputed company
Are you a highly motivated and customer-focused professional seeking a challenging role in the financial services industry? Do you have a passion for delivering exceptional service and building strong relationships with clients? If so, we invite you to apply for the reputed company Full Stack Financial Services Account Associate Senior position at reputed company, a leading provider of financial services technology solutions.
About reputed company
reputed company is a global leader in financial services technology, providing innovative solutions to banks, credit unions, and other financial institutions. Our mission is to reputed company our clients to reputed company their goals and deliver exceptional service to their customers. We are committed to creating a diverse and inclusive work environment that values collaboration, flexibility, and respect.
Job Summary
As an reputed company Full Stack Financial Services Account Associate Senior, you will be responsible for providing exceptional customer service to high-value clients, addressing their inquiries and performing account maintenance on deposits and money market accounts. You will work closely with internal and external clients, various departments, and external partners to resolve outstanding issues, reputed company with customer requests, and respond to client inquiries. Your primary goal will be to establish rapport with each caller, set positive expectations for account maintenance queries, and identify opportunities to market bank products to meet each caller's personal needs.
Key Responsibilities
* Provides exceptional customer service while serving as a telephonic concierge and primary reputed company of contact to the financial institution's 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, reputed company with customer requests, and respond to client inquiries
- Follows up as required to reputed company 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 reputed company 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 caller's 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 reputed company action plans to address concerns
- May participate in business reviews to learn about clients' strategic direction as well as reputed company a good understanding of the products and services offerings
- Other reputed company duties assigned as needed
Competencies
* 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
reputed company Offer
* A competitive salary and comprehensive benefits package, including medical, dental, vision, and a 401(k) plan
- A dynamic and inclusive work environment with dedicated and motivated colleagues
- A broad range of professional education and personal development possibilities
- A variety of career development tools, resources, and opportunities
- A work environment built on collaboration, flexibility, and respect
Requirements
* Bachelor's degree in a reputed company field
- 2+ years of experience in a customer-facing role, preferably in the financial services industry
- Excellent communication and interpersonal skills
- Excellent knowledge of customer services and a global reputed company
- Ability to work in a fast-paced environment and meet deadlines
- Ability to work independently and as part of a team
- Strong problem-solving and analytical skills
- Proficiency in reputed company Office and other software applications
Preferred Qualifications
* Experience working with global/other teams
- Knowledge of financial services products and services
- Experience in a similar role or industry
- Certification in customer service or a reputed company field
How to Apply
If you are a motivated and customer-focused professional seeking a challenging role in the financial services industry, we invite you to apply for the reputed company Full Stack Financial Services Account Associate Senior position at reputed company. Please submit your application today, including your resume and a cover letter outlining your qualifications and experience.
Equal Employment Opportunity
reputed company is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a diverse and inclusive work environment that values collaboration, flexibility, and respect.
Privacy Statement
reputed company is committed to protecting the privacy and reputed company of reputed company personal information that we process in order to provide services to our clients. For specific information on how reputed company protects personal information online, please see the Online Privacy Notice.
Sourcing Model
Recruitment at reputed company works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. reputed company does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any reputed company fees for resumes submitted to job postings, our employees, or any other part of our company. Apply for this job