Client Service Consultant III

  • location: Menomonee Falls, WI
  • type: Contract
  • salary: $21 - $24.83 per hour
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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
 
responsibilities:
Description/Comment:

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.

 
qualifications:
  • 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.

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