As a Client Service Support Specialist, you will be responsible for providing support to Wealth Management client service teams, managers and clients.

Job responsibilities

Understand client issues and be responsible for resolving issues with limited follow-up to clients and be accountable for client satisfaction through the ownership of the problem Review incoming emails from clients and internal partners, working with various areas of the bank for client resolution, opening and monitoring cases and following up on requests.  Investigate and resolve generic and complex issues and build knowledge of Private Bank products and services Manage to work independently with supervision and escalate issues as necessary to resolve client requests in a timely manner Identify options to evaluate risk and impact on the firm and other employees; owning your course of action Review, research and benchmark to best business practices, collate and analyze data, provide business recommendations, and manage stakeholders Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions        

 Required qualification, skills and capabilities: 

At least 2 years of Experience in the Financial Services and/or Private Banking industry  College degree or equivalent relationship or client service experience   Core Payment Processing experience is fundamental     Excellent communication skills both oral and written Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)  Expert knowledge with Microsoft Outlook email, scheduling and task manager