Senior Financial Services Account Executive
2 days ago
Job Summary:
We are seeking a Senior Financial Services Account Executive to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service, addressing inquiries, and performing account maintenance on deposits and money market accounts.
About the Role:
The successful candidate will have experience working with global teams, be detail-oriented, and possess excellent communication skills. You will work closely with internal and external clients to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
Key Responsibilities:
- Provide exceptional customer service while serving as a telephonic concierge and primary point of contact to high-value customers.
- Address inquiries and perform account maintenance on deposits and money market accounts.
- Assist customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
- Work with various internal and external clients and departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
- Follow up as required to close service tickets and inquiries that were escalated or referred to a different business function.
Requirements:
To be successful in this role, you will need to have a good understanding of applicable products and services, keep informed about new products and services, and maintain a comprehensive knowledge of these offerings.
What We Offer:
In addition to a competitive salary, we offer a fantastic range of benefits, including medical, dental, vision, and great workspaces with dedicated and motivated colleagues. You will also have access to a broad range of professional education and personal development possibilities, career development tools, resources, and opportunities, and a work environment built on collaboration, flexibility, and respect.
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