75 Client Service Advisor Jobs in Phoenix, AZ
Aditi Consulting is Hiring a Client Service Advisor Near Phoenix, AZ
Responsibilities:
- Assist with audit support, including SOC1 reports, confirmations, pricing materials, and more
- Produce high-quality, accurate portfolio review presentations
- Liaison to the Middle Office team for SACAs, transfers in kind for asset management clients, third party custody inquiries, provide exceptional new account onboarding experience, and more
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Knowledgeable and quick responses on day-to-day client support, including wire support and wire confirmations, signer updates, LOAs, system access, assist clients with general systems navigations, and more
- Be available to receive inbound client requests
- Building relationships with clients based on trust and respect
- Communicating with clients to understand their needs and explain product value
- Manage and solve conflicts with clients
- Escalate problems appropriately to appropriate internal teams
- Partner with Client Management to develop new business with existing clients
- Collaborate with sales team to identify and grow opportunities within territory
- Collaborate with internal departments to facilitate client need fulfillment
- Partner with marketing teams to facilitate client communication
- Provide feedback on advisory topics to enhance LM Thought Leadership program
- Maintaining updated knowledge of company products and services
- Knowledgeable of internal bank processes and timelines to facilitate service requests
- May conduct process and workflow training to colleagues and internal partners
- Provide information needed to generate reports to track activities, progress and develop strategies
- Keeping accurate records pertaining to inventory and account notes
- Ensure client records and activities are recorded accurately across LM systems
Benefits and Ancillaries:Medical, dental, vision, PTO benefits and ancillaries may be available for eligible Aditi Consulting employees and vary based on the plan options selected by the employee.
Job Summary
Full Time
Consumer Goods
$58k-76k (estimate)
02/15/2024
07/06/2024
aditiconsulting.com
BELLEVUE, WA
200 - 500
1994
Private
REX J MUDD
$50M - $200M
Consumer Goods
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About Aditi Consulting
Aditi is a management consulting firm that provides talent acquisition, application development and project optimization services for businesses.
The job skills required for Client Service Advisor include Leadership, Products and Services, Presentation, Consulting, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Advisor positions, which can be used as a reference in future career path planning. As a Client Service Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Advisor. You can explore the career advancement for a Client Service Advisor below and select your interested title to get hiring information.
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