Client Onboarding and Support Specialist
Servbank
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $62,000 - $73,000 per year
About the role
- Ensure superior experience for clients as subject matter expert
- Manage customer support requests and provide troubleshooting
- Collaborate with internal teams for client onboarding and support
- Maintain awareness of risks and compliance standards
- Document KYC and customer due diligence
Requirements
- Bachelor's degree in Business Administration, Finance, Marketing, or related field
- Minimum of 3 years of experience in customer services, deposit sales, product management, treasury management, or related roles
- Strong knowledge of deposit products, services, and industry trends
- Excellent communication, and interpersonal skills
- Strategic thinker with analytical abilities and problem-solving skills
- Ability to work independently and thrive in fast-paced environments
Benefits
- Superior client experience
- Professional and responsive manner
- Support integration of technological solutions
- Timely completion within established SLAs
- Collaboration with internal teams
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer supporttroubleshootingKYCcustomer due diligencedeposit productsproduct managementtreasury management
Soft Skills
communicationinterpersonal skillsstrategic thinkinganalytical abilitiesproblem-solvingindependenceadaptability
Certifications
Bachelor's degree