Job Summary

The Client Service Support Specialist role is responsible for providing support to Wealth Management client service teams, managers and clients. 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.

While actual hours will depend on the US team that the role will be supporting, the hours will fall within the Monday-Friday 8am-8pm EST hours of the US teams. (6:30 PM to 3:30 AM IST)

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.
• Expected to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner
• Detail 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 partner
• Researching: Research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders
• Risk & Controls: Adhere to and maintain the firm’s controls policies and procedures as well as protecting client assets against potential fraud activities

Required Qualifications, Skills and Capabilities:

• College degree or equivalent relationship or client service experience
• Experience with a wide array of financial products. Core Cash Operations experience is a must.
• Excellent communication skills both oral and written
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
• Expert knowledge with Microsoft Outlook email, scheduling and task manager
• 1-2 years of experience