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Client Service Advisor
Aditi Consulting Phoenix, AZ
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$52k-68k (estimate)
Full Time Just Posted
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Aditi Consulting is Hiring a Client Service Advisor Near Phoenix, AZ

Summary:
This position provides advanced operational support for a business unit in the execution of daily activities in support of the SVB Go platform. Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.

Responsibilities:
  • Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
  • Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities. Identifies and communicates process inefficiencies. May offer recommendations for process improvements.
  • Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
  • Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.
Qualifications:
  • High School Diploma or GED and 2 years of experience in Financial Services or Operations Support OR N/A and N/A years of experience in Financial Services or Operations Support
Preferred Qualifications:
  • Working knowledge of the SVB Go platform
  • Inbound call center experience

Compensation:
The pay rate range above is the base hourly pay range that Aditi Consulting reasonably expects to pay someone for this position (compensation may vary outside of this range depending on a number of factors, including but not limited to, a candidate's qualifications, skills, competencies, experience, location and end client requirements).

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

JOB TYPE

Full Time

SALARY

$52k-68k (estimate)

POST DATE

06/28/2024

EXPIRATION DATE

07/12/2024

WEBSITE

aditiconsulting.com

HEADQUARTERS

BELLEVUE, WA

SIZE

200 - 500

FOUNDED

1994

TYPE

Private

CEO

REX J MUDD

REVENUE

$50M - $200M

INDUSTRY

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.

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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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