Job Summary: Client Service Support Specialists work in a complex team-oriented and fast paced environment with advisors, client service, product partners and operations teams to deliver a seamless and integrated approach across Private Banking products. Job Responsibilities: Understand client issues, be responsible for resolving the issue with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem Investigating and resolving generic and complex issues Building knowledge of Private Bank products and services. Must be able to efficiently utilize technology to capture and fulfil client's requests in appropriate systems. Orientation and problem solving: Resolving issues by identifying underlying or hidden problems and patterns Developing innovative solutions to problems Maintaining Client Service high standards: Working to consistently meet client requests providing and ensuring client satisfaction Collaborating: Using business knowledge technical skill and partnership across Wealth Management to solve client problems and enhance business results Communicating: Delivering clear, consistent messages to others via email or the phone. Must have a strong ability to communicate via email with clients and internal partners Required Qualifications, Skills and Capabilities: College degree or equivalent relationship or client service experience 2 years of experience Experience with a wide array of financial products. Core Cash Operations experience is a must. Excellent communication skills both oral and written Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) Expert knowledge with Microsoft Outlook email, scheduling and task manager General comfort level with Internet/Intranet usage and ability to learn proprietary software and databases
