Client Service Consultant III

  • location: Menomonee Falls, WI
  • type: Contract
  • salary: $21 - $24.83 per hour
easy apply

job description

Client Service Consultant III

job summary:
Our client, a Fortune 50 financial services company, is looking to bring on a Client Service Consultant for a 6 month project at their offices in Menomonee Falls.

location: Menomonee Falls, Wisconsin
job type: Contract
salary: $21.00 - 24.83 per hour
work hours: 8 to 5
education: Bachelor's degree
experience: 5 Years

Responsible for supporting internal and external customers by providing a complex variety of support services in account management, operations, documentation, customer service and technical support. Duties include: contacting existing customers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services; communicating and coordinating with assigned relationship managers; analyzing business issues to create operational efficiencies, quality and compliance; analyzing and resolving complex operational, systems-related and/or customer issues; monitoring, assessing and analyzing account activity, reports, cash flow projections and financial statements for existing customers to identify irregularities and determine retention; preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers; consulting with management on high level financial planning; identifying external customer needs and evaluating profitability and risk; preparing marketing proposals; assisting with special projects relating to product conversions and new product development. Provide guidance to lower level staff.

  • Project management or client services experience
  • Good analysis, tracking, trending, and modeling skills
  • Experience implementing solutions on behalf of customers or clients
  • Proficiency with MS Office Suite
  • Great communication skills
If this sounds like you, please apply today!

skills: Other
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

easy apply

get jobs in your inbox.

sign up

related jobs