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Client Services Advisor

ATR International
Tempe, Arizona, 85281, United States
July 16, 2018

Job Title: Client Services Advisor

Job Location: Tempe, AZ

Job Duration: 6 months

Job Description:

We are seeking a Client Services Advisor.

As a Client Service Advisor, you bring excellent oral and written communication skills, and may develop training content that showcases your presentation skills with clients and internal business partners. CSA’s communicate effectively with various cross-functional business team partners and vendor contacts. You will serve at the forefront of our client’s experience as a technical resource for new commercial banking products/channel/rep tools. You will research and resolve a variety of online, mobile, API and operational issues received daily through client inbound call and email channels.

Setting client expectations and delivering consistent follow up with clients is a critical deliverable in this role. You will utilize your problem-solving skills to handle client issues with diplomacy, tact and efficiency.

Our team coaches colleagues in terms of client interaction and training to best practices. We play a major role in mitigating firm and client risk; as a result, you will use effective research skills while managing the client experience and internal partner expectations. CSA's share joint accountability with one’s direct manager for goal development, training initiatives, and partner feedback.


The ideal candidate will possess the following skills:

- We are looking for colleagues who are passionate for client service with a demonstrated capability to manage telephone and email client interaction. Setting client expectations, identifying risk, mitigating technical/operational/servicing issues, and following through with our client are critical for this role.

- Proficiency in Microsoft products (CRM, Outlook), database applications, workflow platforms and/or analytics tools, is a plus.

- Knowledge of bank, retirement, or investment products is preferred.

- Excellent verbal and written communication skills with the ability to succinctly convey an issue and resulting outcome to clients and internal business partners is a key requirement.

- Essential to team success: a willingness to share credit for wins and successes with ones’ teammates.

- Bachelor's degree is preferred.

- We have a training and certification program for continued growth specific to bank products and services.