Qualifications: Candidates must be located in Phoenix or Salt Lake City area. Will need to go to the office twice per month.

CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks and supports the journey of a prospect in becoming a client. The role serves as the first point of contact for addressing daily requests from prospects, and provides technical support needs for a variety of client operational issues and bank transaction inquires. The right candidate will positively influence the client experience by effectively communicating and delivering accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in timely manner. The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers. Serve as email coordinator as assigned and effectively manage a universal, client facing, departmental email box within service level agreement and in a highly professional manner.

Responsibilities:

- Strong written and verbal communication skills with passion for delivering world-class client experiences.

- Highly motivated self-starter with an impeccable work ethic and intense focus on delivering results and meeting established deadlines.

- Detailed-oriented with a keen eye for accuracy & quality of work.

- Ability to multi-task, handle high volumes via work queues, and effectively manage time to meet service level agreements.

- Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with accuracy.

- Resourceful in researching inquiries and providing solutions in complex scenarios.

- Must be comfortable handling challenging and complex conversations with clients in a highly professional manner.

- Professional, thorough, and organized, verbal and written communication, with emphasis one effective follow-up skills

- Prior experience working in a consultative client facing role requiring client communication via telephone, video conference & email.