Job Description

The CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assist with general onboarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks, and support the journey of a prospect in becoming a client. The role serves as the first point of contact for addressing daily requests from prospects and provides technical support needs for a variety of client operational issues and bank transaction inquiries. The right candidate will positively influence the client experience by effectively communicating and delivering an accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in a timely manner. The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers. Serve as email coordinator as assigned and effectively manage a universal, client-facing, departmental email box within service level agreement and in a highly professional manner.

• Strong written and verbal communication skills with a passion for delivering world-class client experiences.
• Highly motivated self-starter with an impeccable work ethic and intense focus on delivering results and meeting established deadlines.
• Detailed-oriented with a keen eye for accuracy & quality of work.
• Ability to multi-task, handle high volumes via work queues, and effectively manage time to meet service level agreements.
• Ability to learn and follow complex regulatory requirements, complex corporate structures, and complex procedures with accuracy.
• Resourceful in researching inquiries and providing solutions in complex scenarios.
• Must be comfortable handling challenging and complex conversations with clients in a highly professional manner.
• Professional, thorough, and organized, verbal and written communication, with emphasis on effective follow-up skills

Prior experience working in a consultative client-facing role requiring client communication via telephone, video conference & email.

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