Client Service Advisor
Client Service Advisor – Growing CompanyJob Description: Job Description: This position will support several Relationship Advisors (RA). Primary duties for this temporary position will include: 1) addressing client service requests related to deposit accounts and some cash management services, received via phone and email. 2) Responsible for adhering to Bank service and sales practices, policies, procedures, legal and compliance requirements. 3) Documenting client needs and requests within Bank systems such as Remedy and CRM. 4) Providing necessary agreements to external contacts and internal colleagues Read more […]
September 23, 2011
• Tags: California Us, Client Service Advisor, Growing Company Job in Santa Clara • Posted in: General • Comments Off on Client Service Advisor