Job Closed
This listing is no longer active.
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
Location
United States
Posted
129 days ago
Salary
$62K - $73K / year
Seniority
Senior
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
Related Guides
Related Categories
Related Job Pages
More Customer Support Jobs
Call Center Representative
Travel IncorporatedTravel Incorporated, founded in 1979 and headquartered in Duluth, Georgia, is a family-owned travel management company that manages over $1 billion in annual travel spend and ranks
Join Travel Incorporated as a Travel Consultant in our Contact Center and be part of a team that delivers Excellence in Client Care. This role involves: Completing comprehensive training and transitioning into handling inbound client calls, emails, and chats with confidence Listening actively to understand client goals and creating travel solutions tailored to their needs Guiding clients through itinerary options, modifications, and travel best practices Delivering exceptional service that drives client satisfaction and supports performance goals Collaborating with internal teams to ensure smooth, accurate travel arrangements Proactively identifying and acting on opportunities to improve the client experience
Senior 1st Level Customer Service – Remote, Germany-wide
AUTO1 GroupAUTO1 Group is Europe’s leading digital automotive platform.
• You are the team's first point of contact for technical matters and support colleagues with questions, uncertainties, or escalations • You assist with quality assurance and help to continuously improve our processes • You onboard new team members and ensure a structured introduction and training • You contribute to day-to-day operations during staffing shortages
• Support the Design Schedule & Efficiently platform users in their day-to-day use of the system as it relates to their daily operations • Manage Accounting Seed release cycles, including: reviewing release notes, identifying relevant and impactful changes, communicating major updates to the accounting team • Perform upgrades in Sandbox, execute end-to-end accounting testing, and validate posting and GL entries • Deploy approved updates to Production and configure required system settings • Ensure new releases do not impact existing accounting processes or financial accuracy • Maintain documentation and SOPs related to accounting seed upgrades • Investigate system issues reported by the accounting team and identify root causes • Assist with user access, configurations, and permissions related to accounting modules • Understand accounting workflows (AP, AR, GL, invoicing, payments) to analyze errors and issues • Communicate with end users on their issues to understand the steps taken and ability to recreate, if possible, in our test environments • Responsible for the handling of initial calls from users and the entry of software defects in the event tracking system • Identify and escalate situations requiring urgent attention based upon internally established SLA • Work effectively as a team member with all members of the organization • Utilize Intercom and Atlassian (Jira) software for communication with end users and reporting issues to the development team, respectively • Review issues reported by users to assess, develop, and implement training programs for key workflows in the platforms • Maintain current knowledge of the platforms and continually update learning documentation and videos accordingly • Perform other duties as assigned
Customer Support Representative
PeopleJoyPeopleJoy helps employers attract and retain top talent with student loan assistance and education benefits.
• Support clients and their employees with education assistance programs • Respond to inquiries via phone, email, chat, and ticketing systems • Collaborate with other CSRs to resolve complex cases • Document all interactions in CRM and internal tools



