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Client Service Operations Specialist
2 weeks ago
We are seeking a highly skilled Client Service Account Manager to join our team. In this role, you will be responsible for providing exceptional account management support to our merchant clients.
Your primary focus will be on delivering comprehensive account management services, ensuring that all client inquiries are addressed promptly and effectively. This includes setting up online reporting, troubleshooting technical issues, and providing guidance on best practices.
You will utilize a sophisticated CRM tool to meticulously track all client interactions, correspondences, and outcomes. This will enable you to provide a seamless and personalized client experience.
In addition to your account management responsibilities, you will partner with internal teams to resolve client inquiries and troubleshoot issues. You will also serve as a key support resource for Relationship Managers, assisting with issue resolution and serving as a point of contact for escalations.
Engagement in team projects aimed at process improvements is also a critical aspect of this role. You will offer feedback and innovative ideas to streamline operations and enhance service delivery.
Ultimately, your goal will be to ensure accurate and timely responses to client inquiries, maximizing individual performance metrics and contributing to team success.
About Us:
We are a leading financial institution with a rich history spanning over 200 years. We offer innovative financial solutions to millions of consumers, small businesses, and prominent corporate clients.
We are committed to delivering exceptional customer service and building long-term relationships with our clients.