Client Service Officer

Job Description

One of Insight Global's top banking clients is looking for a Client Services Officer to sit on site 4 days a week in Pittsburgh, PA or Lake Mary, FL. This person will join the Client Service team within the Treasury Services department of the bank. The Client Service team supports external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. The CSO will act as the main point of contact for the client and will be responsible for client retention and de-escalating / resolving any client issues that arise via email and phone. They will also be responsible for supporting the Sr. CSO's, helping offboard clients, sitting in on client meetings, and partnering with internal teams to gain information or guidance on how to resolve client issues. This role will be fast paced and needs a candidate who is passionate about customer service, enjoys multitasking, learning operational flows of resolving client inquiries, and comfortable advocating for their clients. This person will need to be flexible working 8 hours a day between the hours of 8am - 7pm EST. Some main responsibilities may include:

• Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication.

• Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention

• Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements

• Develop a firm understanding of all standards (policies/procedures) & Client Service tools/systems

• Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquires

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

• 3+ years of experience within customer service

• Financial Services Experience - Specifically in ACH, Wire Transfers, Foreign Exchange, Lockbox etc.

• Strong customer service skills - willing to chase down answers and find solutions for their client

• Microsoft Office (specifically Excel) - CRM experience (specifically Microsoft Dynamics)

• Bachelor's Degree