Client Service Representative

Hello, This is Deepti from AppleOne. Hope you are doing well. We have immediate requirement for Client Service Specialist in Irving, TX. Please go through the details of the role and let me know if it interests you. Location: - Irving, TX Preferred Qualifications •College degree •Previous banking or financial service industry work experience Required Qualifications, Skills & Capabilities: •3 years of experience in customer service, operations, treasury, sales or portfolio management •A strong aptitude for strategic thinking and tactical execution •Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines •Excellent verbal and written communications skills; able to effectively communicate clearly and concisely •Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners •Ability to use data to create metrics and reporting •Proficient in MS Office (Excel, PowerPoint, Word) Job Responsibilities: •Client Centric Activities: o Develop a relationship with your clients; be proactive in identifying problems and themes; create a repertoire/cadence with follow-ups and issue escalations; recommend/implement service enhancements where appropriate. o Become familiar with our industry with a thirst for learning new products o Handle complex relationships and high-profile portfolios, while providing service at the same level for ALL clients o Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement o Build in-depth understanding of the client•s organization, business priorities, culture and operating model and determine how best to leverage our products and capabilities to continuously add value for the client o Take ownership, act with a sense of urgency and exceed expectations by over-communicating oEngage professionally in person, emails and on the phone to assist with every client need or issue o Keep building and continually revamping the client relationship •Deliver on Partner Relationships: o Start interacting with other teams to collaborate and problem-solve; be empowered to initiate change to further drive superior service improvements and product offerings o Concentrate on developing a risk appetite to prevent and protect the firm and our clients o Adhere to the department policies and procedures for client requests o Work independently and in a team environment to maximize productivity in a most efficient manner o Actively seek opportunities to lead and contribute to initiatives outside immediate area of responsibility oExhibit a positive, can-do attitude with inquisitive curiosity oEstablish strong relationships with internal partners in Treasury sales and across various functions •Help Modernize Client Experience oDemonstrates the ability to work in an agile environment oUnderstands Existing & Upcoming Technologies to support client consultation & requests oShare your knowledge and become a mentor to help your team succeed AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws. For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. If you believe you need a reasonable accommodation due to a disability or health condition in order to search for a job opening or to apply for a position, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

Salary : $17