Client Service Associate
Client Service Associate
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Job Description
CLIENT SERVICE ASSOCIATE
(Entry level)
POSITION SUMMARY: This roles primary responsibility is to exceed clients expectations through delivering a seamless new client onboarding experience and working crossfunctionally to provide excellent service for new and existing customers ongoing account maintenance.
THIS ROLE IS ACCOUNTABLE FOR:
- Ongoing maintenance for cash management and account services
- Onboarding of new clients and services
- Providing toptier service with an emphasis on continued process improvement
Accountability/Responsibilities
Ongoing maintenance for cash management and account services 50
- Provide ongoing administration of cash management agreements and changes in services authorized users and permissions.
- Provide and/or coordinate ongoing customer support for cash management products and services including taking responsibility for issue resolution.
- Provide ongoing administration of documentation for changes in ownership signers and company permissions.
- Responsible for understanding all products and services that are offered to best suit clients needs.
Onboarding of new clients and services 30
- Plan organize & coordinate tasks to ensure a superior client onboarding experience.
- Create prepare documentation for new client onboarding and cash management products.
- Successful customer implementations of new services including but not limited to: activating services ensuring proper set up preparing documentation user access limitations and pricing.
- Work crossfunctionally to plan organize and coordinate tasks to meet deadlines assigned through customer implementation.
- Provide and/or coordinate customer support communications and training as needed to assist the customer with implementations.
Providing toptier service with an emphasis on continued process improvement 20
- Participate in and contribute to projects for organizational initiatives taking an active approach in identifying and recommending improvements to existing processes and products.
- Communicate effectively with all levels of external clients and internal teams establishing and maintaining positive working relationships.
- Respond and track unique client needs and situations to affect a positive outcome when presented with obstacles and challenges.
- Actively ensure compliance with the Fidelity Bank code of conduct and all AntiMoney Laundering Bank Secrecy Act information security and suspicious activity reporting requirements policies and procedures.
Team Accountabilities:
- Delighting my customers
- Giving my all
- Creating a great place to work
- Making improvements
- Keeping us compliant
Supervision
This role does not have supervisory or other work direction responsibility over other employees.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
EDUCATION EXPERIENCE AND SKILLS
- High school diploma
- Customer service experience
- Banking experience is a plus
- Ability to exercise judgment raise questions to management and adhere to policy guidelines
- Customer Service Skills Possessing a natural inclination to view those who are served by the role as customers and acting in ways to satisfy them
- Time Management Ability to organize and plan work in order to meet deadlines and maximize productivity
- Detail Oriented Ability to remain focused to achieve accuracy and thoroughness
- Communication Excellent verbal and written presentation and communication skills
- Initiative Possessing a sense of urgency and willingness to jump in to get tasks and projects completed solve problems or suggest improvements
- Strong computer skills: Microsoft Excel Word Adobe and PowerPoint; ability to learn multiple systems
Required Experience:
IC
Employment Type
Full Time
