Seeking a local Client Service Advisor to support our banking client in Phoenix, AZ.

 

Requirements:

The Contractor will provide advanced operational support for a business unit in the execution of daily activities in support of the client's Go platform.

• Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies.
• Maintains records or systems crucial for business operations.
• Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals.
• Assists in the identification of process inefficiencies or opportunities for improvement.
• May guide less experienced specialists on the team through knowledge in the area of work.
  

Responsibilities:

Service

• Answers inbound communications to service accounts, fulfills requests, or addresses issues.
• Determines target needs and provides resolution while maintaining a high standard of service.
  
• Identifies appropriate course of action for more complex issues or disputes.

Operational Support

• Performs various operational tasks that occur during customer, vendor, and associate inquiries.
• Streamlines the workflow for other associates within the business unit through operational activities.
• Identifies and communicates process inefficiencies.
• May offer recommendations for process improvements.

Documentation

• Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials.
• Maintains and updates department records either physically or within a system.

Business Proficiency

• Provides knowledge in area of work.
• Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant.
• Utilizes product, system, or process familiarity to resolve problems and handle customer requests.
• May offer guidance and direction to less experienced specialists through knowledge in the area of work.

NOTE:

• Hybrid role 1 day per month in office for Enterprise Day, 1 day quarterly for All Hands Meeting, and occasional others for team building.
• IMPORTANT: If unable to work from home due to unstable connection, equipment, issues, power outage or other will need to work in office.
• Must be able to quickly identify downtime issue and head into office immediately if unable to resolve.
• This is a hybrid position located in Phoenix, AZ, and candidates must live within a commutable distance of this office location. 
• The schedule for this role is typically Monday through Friday covering the closing shift (subject to change based upon business needs) of 8:30 AM - 5:30 PM Pacific Time.

Qualifications:

• High School Diploma or GED and 2 years of experience in Financial Services or Operations Support OR 2 years of experience in Financial Services or Operations Support Preferred
• Working knowledge of the client's Go platform - Inbound call center experience

 

Additional Information:

OUTSOURCE Consulting Services, Inc. (OCSI.co) embraces equal opportunity. We are dedicated to building an inclusive workforce that embodies a diversity of experiences, views, and skillsets. 

OCSI.co provides great benefits to our contractors, i.e., Healthcare, Vision, Dental, and additional Pre-tax Benefits (Flexible Spending Account (FSA) and 401(k) Savings Plan).

To learn more about OCSI.co, we welcome you to please visit our corporate website at www.ocsi.co. Thank you for your interest in our jobs. We look forward to seeing your resume!

Note:  We are unable to sponsor H1B Visa’s and/or subcontract to Third Party Vendors.