Provides daily operational service support and ensures the delivery of exceptional client experiences
Resolves client problems in a prompt and effective manner
Tracks collection of client service fees
Analyzes client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning
Identifies process improvements to meet client needs more efficiently
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively
Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls

3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment
Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred
Specialized knowledge from education and/or business experience
Intermediate level of proficiency: Product Knowledge, Regulatory Compliance, Data Analysis, Reporting, Document Management, Microsoft Office, Problem-Solving, Collaboration, Detail-Oriented, Teamwork

Client Services Advisor II

Key skills