Job Title: Client Servicing Consultant
Our team is seeking a skilled and detail-oriented professional to join us as a Client Servicing Consultant. In this role, you will be responsible for delivering exceptional service to our clients, ensuring timely and accurate delivery of reports and information, and operating independently with in-depth knowledge of our business unit.
Key Responsibilities:
* Deliver high-quality service to one or multiple clients within their area of specialization.
* Maintain client service levels by ensuring timely and accurate delivery of reports/information.
* Operate independently with in-depth knowledge of business unit/function.
* Manage large and/or complex projects such as strategic change management, new business/product initiatives, process re-engineering, merger and acquisitions integration.
* Cultivate and maintain working relationship with Relationship Managers, Client Service Delivery Managers and other Service Managers.
* Act as the key client contact within area of expertise and follow up on day-to-day client queries and issue resolution.
* Identify and address service issues as and when they arise.
* Provide technical expertise for new or complex products/services and oversee the implementation of new processes to support these products/services.
* Provide management reporting on transactions, including statistics on volume, productivity, new development and service impact to clients.
* Assist clients and partners with complex problem resolution.
* Interact with various operations areas to improve processes, oversee software installations, and research processing problems or resolve client inquiries.
* Maintain risk management and compliance programs and activities for assigned group.
* Develop, implement and administer programs within functional areas.
Required Skills and Qualifications:
* Excellent oral and written communication skills required.
* Knowledge of financial industry operations, including fiduciary services and use of trust systems required.
* Analytical and problem-solving skills required.
* College or University degree and/or relevant proven work experience required.
Working at Our Company:
We offer a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.