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