Client Services Officer
Core
Provide daily operational service support to grow market share and maximize profitability of client relationships through prompt problem resolution and identifying enhancement opportunities.
Role type
Client Services Officer
Builds
Client service interactions and problem resolutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
in-depth knowledge of banking products, client problem resolution, data reporting, change management execution, risk management framework application, cross-functional collaboration
Preferred skills
bilingualism, strategic initiative tracking, tailored messaging development
Technologies
tracking systems, dashboards
Responsibilities
diagnose client service needs, facilitate timely problem resolution, document client requests, track service fees, identify cross-sell opportunities, escalate service problems, analyze issues and determine next steps
Seniority
Mid-level, execution-focused
