Client Service Advisor

January 13, 2022
Atlanta, GA
Job Type


Client Service Advisor
Can sit anywhere in US Remote role


  • Serves as the primary contact for service requests and technical support of the company clients resolving a variety of client operational issues or bank transaction inquires.
  • Receives requests through various channels and generates resolution by navigating, researching, or escalating the issue typically guided by precedent and/or established procedures.  
  • Accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate resolution.
  • Provides client information on their financial business needs in timely manner. 
  • May also be responsible for influencing client adoption of online tools.
  • Performs assigned functions under regular supervision and may have worked reviewed to ensure all regulations, procedures, and polices are adhered to.


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