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Client Services Specialist - Banking Industry
•12 days ago
| Verified Pay | $24.00 per hour |
|---|---|
| Hours | Full-time, Part-time |
| Location | Plano, Texas |
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About this job
Job Description
Job Description
Seeking a Client Services Specialist with banking industry experience for a 3 month contract in Plano, TX.
This role is 100% onsite.
Must be available to work any day of the week between the hours of 8am to 8pm.
Will work 40 hours per week/ 5days per week (schedule will be assigned upon hire)
Location: Plano, TX
PAY RATE: $24.00/hour
START DATE: 4/29/2024
OVERVIEW: This role will be interfacing with high net worth clients handling intake and transactional work regarding their finances. Must have top-notch communication skills and provide white-glove service!
Who are we looking for?
Roles will be focused on a very high level of Client Support by helping in the creation of accounts, migrating data from one platform to another, facilitate collection of documentations, migration analysis, triaging and back-office coordination in a well-known bank.
Experience: 3+ years of experience working within the banking industry
Functional Skills:
Review system data, and migrate with the use of technology
Perform client outreach (calls, email, meetings), coordination, and associated reporting and tracking.
Perform migration data entry for manual conversions including client entitlement set up and support.
Interact with Bank and clients to facilitate collection of documentation.
Technical / Non-Technical Skills:
Knowledge and understanding of Treasury Management and Payment Products is preferred.
Experience in Banking
Demonstrate ability to simplify and communicate complex technical procedures.
Hands on approach mindset.
Strong English-Speaking skills.
Need strong analytical skills and ability to think laterally!
Attention to detail and proactive.
Strong communication and interpersonal skills (Written and Verbal)
Effectively collaborates and communicates with to ensure client satisfaction.
Detail oriented, while still providing reliable and consistent results. Dependable problem-solving skills.
Having any experience in migration activities will be preferred.
APPLY NOW!
#1115
AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Company DescriptionThis role is 100% onsite.
Must be available to work any day of the week between the hours of 8am to 8pm.
Will work 40 hours per week/ 5days per week (schedule will be assigned upon hire)
Location: Plano, TX
PAY RATE: $24.00/hour
START DATE: 4/29/2024
OVERVIEW: This role will be interfacing with high net worth clients handling intake and transactional work regarding their finances. Must have top-notch communication skills and provide white-glove service!
Who are we looking for?
Roles will be focused on a very high level of Client Support by helping in the creation of accounts, migrating data from one platform to another, facilitate collection of documentations, migration analysis, triaging and back-office coordination in a well-known bank.
Experience: 3+ years of experience working within the banking industry
Functional Skills:
Review system data, and migrate with the use of technology
Perform client outreach (calls, email, meetings), coordination, and associated reporting and tracking.
Perform migration data entry for manual conversions including client entitlement set up and support.
Interact with Bank and clients to facilitate collection of documentation.
Technical / Non-Technical Skills:
Knowledge and understanding of Treasury Management and Payment Products is preferred.
Experience in Banking
Demonstrate ability to simplify and communicate complex technical procedures.
Hands on approach mindset.
Strong English-Speaking skills.
Need strong analytical skills and ability to think laterally!
Attention to detail and proactive.
Strong communication and interpersonal skills (Written and Verbal)
Effectively collaborates and communicates with to ensure client satisfaction.
Detail oriented, while still providing reliable and consistent results. Dependable problem-solving skills.
Having any experience in migration activities will be preferred.
APPLY NOW!
#1115
AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
Company Description
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.\r\n\r\nMrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.\r\n\r\nMrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.\r\n\r\nMrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
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