Client Service Advisor I

Immediate need for a talented Client Service Advisor I. This is a 12+months contract opportunity with long-term potential and is located in Phoenix, AZ /Raleigh, NC/Salt Lake City, UT (Onsite). Please review the job description below and contact me ASAP if you are interested.
 
Job ID:24-40322
 
Pay Range: $20 - $25/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
 

As a part of our hiring process, along with an option to directly connect with a Recruiter, we now offer a texting option to enhance your candidate experience.  Click the link below which contains a few basic questions that will help you ensure this is a good fit and expedite the shortlisting process :

Key Responsibilities:
 

• Shift: 8:30 AM - 5:30 PM Pacific Time (Monday - Friday)
• This position provides advanced operational support for a business unit in the execution of daily activities in support of the client.
• Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies.
• Maintains records or systems crucial for business operations.
• Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals.
• Assists in the identification of process inefficiencies or opportunities for improvement.
• May guide less experienced specialists on the team through knowledge in the area of work.
• Service - Answers inbound communications to service accounts, fulfill requests, or address issues.
• Determines target needs and provides resolution while maintaining a high standard of service.
• Identifies appropriate course of action for more complex issues or disputes.
• Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries.
• Streamlines the workflow for other associates within the business unit through operational activities.
• Identifies and communicates process inefficiencies.
• May offer recommendations for process improvements.
• Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials.
• Maintains and updates department records either physically or within a system.
• Business Proficiency – Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant.
• Utilizes product, system, or process familiarity to resolve problems and handle customer requests.
• May offer guidance and direction to less experienced specialists through knowledge in area of work.

Key Requirements and Technology Experience:

•  Key Skills:Banking or financial industry experience, inbound calling exp.
• High School Diploma or GED and 2 years of experience in Financial Services or Operations Support
• Preferred Qualifications:
• Inbound call center experience

Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
 
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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