Client Service Advisor at American Cybersystems, Inc. in Phoenix, Arizona

Job Description:

Liquidity Client Advisor

The Liquidity Client Advisor will support the first line client experience by providing client on-boarding, account serving and relationship management to Client's Asset Management and other Liquidity Management clients.
The LCA will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will be able to confidently handle multiple tasks simultaneously, deliver as promised, effectively prioritize, and escalate issues and/or seek guidance before issues impact clients or grow larger.

• ACCOUNT MAINTENANCE & SUPPORT
o Assist with audit support, including SOC1 reports, confirmations, pricing materials, and more
o Produce high-quality, accurate portfolio review presentations
o Liaison to the Middle Office team for SACAs, transfers in kind for asset management clients, third party custody inquiries, provide exceptional new account onboarding experience, and more
o Resolving complaints and preventing additional issues by improving processes
o Assist with challenging client requests or issue escalations as needed
• SERVICE MODEL
o Ensure the timely and successful delivery of solutions according to customer needs and objectives
o Knowledgeable and quick responses on day-to-day client support, including wire support and wire confirmations, signer updates, LOAs, system access, assist clients with general systems navigations, and more
o Client service; including speedy client response and service delivery
o Be available to receive inbound client requests
• RELATIONSHIP MANAGEMENT
o Building relationships with clients based on trust and respect
o Communicating with clients to understand their needs and explain product value
o Manage and solve conflicts with clients
o Escalate problems appropriately to appropriate internal teams
• INTERNAL PARTNERSHIPS
o Partner with Client Management to develop new business with existing clients
o Collaborate with sales team to identify and grow opportunities within territory
o Collaborate with internal departments to facilitate client need fulfillment
o Partner with marketing teams to facilitate client communication
o Provide feedback on advisory topics to enhance LM Thought Leadership program
• PRODUCT & PROCESS EXPERTISE
o Maintaining updated knowledge of company products and services
o Knowledgeable of internal bank processes and timelines to facilitate service requests
o May conduct process and workflow training to colleagues and internal partners
• DATA / RECORDS MANAGEMENT & REPORTING
o Provide information needed to generate reports to track activities, progress and develop strategies
o Keeping accurate records pertaining to inventory and account notes
o Ensure client records and activities are recorded accurately across LM systems
o Capture and record data relating to account acquisition and account status
o Collect data to learn more about client behavior with the goal to enhance the client experience.

PAY RANGE AND BENEFITS:

Salary Range*: $21- $31 on W2
*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.

Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).

ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.

Recent Recognitions:

• One of Largest IT Consulting Staffing firms in the USA - Recognized as #4 by Staffing Industry Analysts (SIA 2022)
• ClearlyRated® Client Diamond Award Winner (2020)
• One of the Largest Certified MBE Companies in the NMSDC Network (2022)
• Advanced Tier Services partner with AWS and Gold with MS

Website: https://www.innovasolutions.com/

Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at hr@innovasolutions.com or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b.
The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws. Apply Now