Client Services Expert– Banking or Invest Experience
Company Description
We provide Recruitment and Staffing services to many industries and domain through our innovative and customized solutions and passionate commitment to research. Ability to understand the hiring strategies, availability of talent and compensation benchmarking makes us proud hiring partner for various industries. We work as trusted business partners and always strive to deliver the most value and highest return on investment for our clients. We are highly trained business professionals with strong understanding of clients need. We work closely with the leading staffing trade associations, training, and research organizations to ensure we are knowledgeable of the latest industry trends and technologies.
Job Description
Target Profile
- Strong customer service or hospitality-based backgrounds (e.g., Disney Client Services have been successful)
- Financial exposure preferred but not mandatory
- Highly people‑focused, driven, eager to learn and grow
Core Responsibilities
- Day‑to‑day client contact for smaller to mid‑tier clients
- Assist with:
- Account opening
- Asset movement
- Navigation of systems and platforms
- General inquiries and issue resolution
- No direct transaction processing, but ownership of inquiry through resolution
Skills & Tools
- Client communication via phone and email
- Microsoft Dynamics for client correspondence and tracking
- NetX360 as the primary client platform (used transparently with clients)
Regards,
Mohammed ilyas,
PH - 229-264-4024 or Text - 229-469-1455 or You can share the updated resume at Mohammed@vtekis. com
Additional Information
All your information will be kept confidential according to EEO guidelines.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Vetcove seeks a Remote Chat Support Associate to provide timely, empathetic support to veterinary customers across chat, email, and phone while helping surface product improvements.
As a Technical Customer Success Manager - Integrations at Agiloft, you will validate integration architectures, remediate high-risk implementations, and scale repeatable integration success patterns to improve adoption and retention.
Deepgram seeks a Solutions Architect (Applied Engineer) in San Francisco to lead post-sales technical support, create scalable automation, and improve customer-facing processes for its Voice AI platform.
SpotOn is hiring an Installation Specialist in Royal Oak to lead virtual site readiness checks, execute POS deployments, and provide technical escalation and mentorship to ensure successful restaurant installations.
Lead the design and scaling of Rapsodo’s post-sale customer experience across hardware and software products in North America, building infrastructure, AI-driven operations, and cross-functional feedback loops to improve onboarding, support, and activation.
Sortly is hiring a Customer Experience Senior Specialist to manage multi-channel support and onboarding, escalate and track technical issues, and translate customer feedback into product improvements within a small, collaborative remote CX team.
Customer-focused banking associate needed to deliver excellent in-branch service, handle transactions accurately, promote PNC products, and support sales and branch operations at the New Braunfels Marketplace location.
Support EasyLlama's scaled customer base as an Associate Customer Success Manager by handling high-volume inbound requests, triaging issues, and improving systems to deliver fast, consistent service at scale.
Lead and scale Tines' East Technical Support Engineering team to deliver world-class support for enterprise and public-sector customers while driving process improvements and cross-functional collaboration.
LiveData is hiring a Customer Success Technical Manager to diagnose and resolve technical issues, own customer-facing documentation, and support hospital deployments in a remote, Eastern-time-focused role.
Lead a technical support team at Promenade, owning escalations, operational KPIs, and hands-on technical troubleshooting across POS, ecommerce, hardware, and integrations.
Provide empathetic, accurate patient billing support and revenue-cycle assistance for One Medical members, resolving insurance and payment issues via phone and digital systems.
Rezilient is hiring a Technical Support Specialist to own first-line technical triage, resolve common user issues, and route complex problems across product, engineering, and clinical teams to improve patient and internal user experience.
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
