Qualifications:

• Hybrid role. Will need to go to the office twice per month Phoenix, AZ office.
• The CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assist with general onboarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks, and support 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 inquiries.
• The right candidate will positively influence the client experience by effectively communicating and delivering an accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in a 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

Job Type: Contract

Pay: $25.00 - $28.00 per hour

Expected hours: 40 per week

Experience level:

• 3 years
• 4 years
• 5 years
• 8 years

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift

Experience:

• Client facing: 1 year (Required)
• Banking Account maintanance: 2 years (Required)
• Banking Client onboarding: 3 years (Required)

Ability to Relocate:

• Phoenix, AZ 85040: Relocate before starting work (Required)

Work Location: Hybrid remote in Phoenix, AZ 85040