As a Digital Client Service Associate you will be the primary point of contact for all online related needs of a Private Banking client. The Digital Client Service Associate works in a team-oriented environment with advisors, various product partners, and operations teams to deliver a seamless and integrated approach to the Private Banking client online experience. Strong online and systems skills are essential. The ideal candidate will be passionate about client service and will use communications and relationship management skills to ensure an exceptional level of client satisfaction.Job responsibilities Provide exceptional client service to Private Banking clients within the digital platform Utilize multiple systems, often simultaneously, to provide quick and thorough service to clients across all of their accounts Research, follow-up, and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, branch operations areas, and other staff in a timely and professional mannerRequired qualifications, capabilities, and skills College degree or equivalent financial services/banking industry experience preferred Client service experience preferred Very high comfort level with Internet/Intranet usage and ability to quickly learn proprietary software and databases Strong to exceptional interpersonal, verbal and written communication skills Experience with banking and investment products, including online banking Ability to work both independently and as a team player Ability to multi-task and manage priorities effectively Ability to adapt to a rapidly changing business and technology environment Exceptional problem-solving skills Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) Weekend and evening work required on an as needed basis
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