Job Title : Client Service AdvisorDuration : 6 MonthsLocation : Phoenix, AZ - 85040Pay Rate : $28.57 / hr.Intelliswift Software Inc.

conceptualizes, builds, and supports the world's most amazing technology products and solutions. Our team of rich experts from diverse backgrounds contributes to making Intelliswift one of the most reliable partners in IT and Talent solutions.

We specialize in delivering world-class Digital Product Engineering, Data Management and Analytics, and Staffing Solutions services to Fortune companies, SMBs, ISVs, and fast-growing startups.

Job Description : The Liquidity Client Advisor will support the first line client experience by providing client on-boarding, account serving and relationship management to CLIENT Asset Management (SAM) and other Liquidity Management clients.

The LCA will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will be able to confidently handle multiple tasks simultaneously, deliver as promised, effectively prioritize, and escalate issues and / or seek guidance before issues impact clients or grow larger.

Roles & Responsibilities : Assist with audit support, including SOC1 reports, confirmations, pricing materials, and moreProduce high-quality, accurate portfolio review presentationsLiaison 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 moreResolving complaints and preventing additional issues by improving processesAssist with challenging client requests or issue escalations as neededEnsure the timely and successful delivery of our solutions according to customer needs and objectivesKnowledgeable 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 moreClient service;

including speedy client response and service deliveryBe available to receive inbound client requestsBuilding relationships with clients based on trust and respectCommunicating with clients to understand their needs and explain product valueManage and solve conflicts with clientsEscalate problems appropriately to appropriate internal teamsPartner with Client Management to develop new business with existing clientsCollaborate with sales team to identify and grow opportunities within territoryCollaborate with internal departments to facilitate client need fulfilmentPartner with marketing teams to facilitate client communicationProvide feedback on advisory topics to enhance LM Thought Leadership programMaintaining updated knowledge of company products and servicesKnowledgeable of internal bank processes and timelines to facilitate service requestsMay conduct process and workflow training to colleagues and internal partnersProvide information needed to generate reports to track activities, progress and develop strategiesKeeping accurate records pertaining to inventory and account notesEnsure client records and activities are recorded accurately across LM systemsCapture and record data relating to account acquisition and account statusCollect data to learn more about client behavior with the goal to enhance the client experience.

Equal Employment Opportunity StatementIntelliswift celebrates a diverse and inclusive workforce. We offer equal employment opportunities to all applicants and employees.

All qualified applicants will be considered regardless of race, color, sex, gender identity, gender expressions, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other protected basis under the law.

Americans with Disabilities Act (ADA)If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact Intelliswift Human Resources DepartmentOther Employment StatementsIntelliswift participates in the E-Verify program.

Last updated : 2024-06-25