Client Services Representative

• Lead, coach, and develop a team of four to eight Client Support Specialists
• Build a positive, collaborative, and accountable team culture
• Train team members on service standards, processes, tools, and best practices
• Develop and improve service processes and workflows to increase consistency and efficiency
• Monitor service performance, KPIs, and daily reporting; share results with the VP of RIA Service
• Identify performance gaps, root causes, and improvement opportunities; partner with colleagues and leadership to implement corrective actions
• Serve as the primary escalation point for complex advisor and client service issues
• Resolve client concerns promptly while reinforcing a high-quality, client-focused service experience
• Develop a deep understanding of advisor and client needs to continuously improve the client experience
• Build strong partnerships with internal teams to support timely issue resolution and ongoing service improvement
• Ensure team readiness for new capabilities and product launches
• Work alongside the team to resolve complex client service issues
• Communicate information clearly and proactively to RIA leadership and clients
• Facilitate prompt and effective resolutions
• Help team members understand the broader purpose of their work

Client Services Team Lead

• Support card program inquiries from clients, internal teams, and vendor partners
• Perform accurate account maintenance within service-level agreements
• Assist with simultaneous product integration projects, including client training
• Resolve client escalations, determine root causes, and report issues to the manager
• Provide process improvement guidance to leadership
• Facilitate website portal training and customization
• Safely handle and secure sensitive client data
• Conduct client, internal partner, and vendor conversations to provide best-in-class service
• Perform transaction research and support complex integration efforts

Client Services Representative jobs in Arizona

Client Services Team Lead

Senior Client Service Specialist, Commercial Card