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Servbank logo
Servbank

Servbank is a different kind of company. We do business in a different way. And we’re on a mission to Grow Happiness.

Client Onboarding and Support Specialist

Customer SupportCustomer SupportOtherRemoteSeniorTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

129 days ago

Salary

$62K - $73K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Client Onboarding and Support Specialist

Servbank

• Ensure superior experience for clients as subject matter expert • Manage customer support requests and provide troubleshooting • Collaborate with internal teams for client onboarding and support • Maintain awareness of risks and compliance standards • Document KYC and customer due diligence

Job Requirements

  • Bachelor's degree in Business Administration, Finance, Marketing, or related field
  • Minimum of 3 years of experience in customer services, deposit sales, product management, treasury management, or related roles
  • Strong knowledge of deposit products, services, and industry trends
  • Excellent communication, and interpersonal skills
  • Strategic thinker with analytical abilities and problem-solving skills
  • Ability to work independently and thrive in fast-paced environments

Benefits

  • Superior client experience
  • Professional and responsive manner
  • Support integration of technological solutions
  • Timely completion within established SLAs
  • Collaboration with internal teams

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