You haven't searched anything yet.
Job Title : Liquidity Client AdvisorLocation : Phoenix, AZ (Hybrid, Once a week onsite) Duration : 6 Months Contract to hire Job Description : Responsibilities : The Liquidity Client Advisor will support the first line client experience by providing client on-boarding, account serving and relationship management to Client’s 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.
Experience : · Looking for candidates with minimum of 2 years’ experience.Skills : Account Maintenance & Support : · Assist with audit support, including SOC1 reports, confirmations, pricing materials, and more.
Service Model : · 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.
Client service; including speedy client response and service delivery.· Be available to receive inbound client requests.
Relationship Management : · Building relationships with clients based on trust and respect.· Communicating with clients to understand their needs and explain product value.
Product & Process Expertise : · Maintaining updated knowledge of company products and services· Knowledgeable of internal bank processes and timelines to facilitate service requests.
To know more about US Tech Solutions, please visit www.ustechsolutions.com. US Tech Solutions is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details : Name : ParvezeEmail : parveze@ustechsolutionsinc.com Internal Reference Id : 24-14430
Last updated : 2024-06-20
Full Time
IT Outsourcing & Consulting
$53k-70k (estimate)
06/22/2024
09/21/2024
ustechsolutions.com
JERSEY CITY, NJ
1,000 - 3,000
1977
Private
MANOJ AGARWAL
$200M - $500M
IT Outsourcing & Consulting
US Tech is an on demand staffing company that provides workforce solutions to business customers.
The job skills required for Client advisor include Leadership, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client 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 advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client advisor positions, which can be used as a reference in future career path planning. As a Client 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 advisor. You can explore the career advancement for a Client advisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Advisor job description and responsibilities
Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.
01/23/2022: Springfield, OH
Advisors do meeting with prospective new clients to earn the right to give them advice.
02/06/2022: Greenville, SC
Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
02/18/2022: Knoxville, TN
Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
02/13/2022: El Paso, TX
Ability to build relationships with client teams and key stakeholders.
03/25/2022: Houston, TX
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Advisor jobs
A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
02/05/2022: Peoria, IL
Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
03/07/2022: Dallas, TX
Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
02/26/2022: Billings, MT
Providing excellent customer service and developed long-standing client relationships with repeat business.
01/25/2022: Carson City, NV
Client advisots must be excellent communicators capable of leading a team.
03/06/2022: Stockton, CA
Step 3: View the best colleges and universities for Client Advisor.