Client Solution Advisor
Job Summary
The Client Solution Advisor manages a dedicated portfolio of commercial card clients by providing remote support via email and phone. You will be responsible for resolving complex client issues, coordinating product implementations, and maintaining accurate project documentation. This role requires strong communication skills, technical problem-solving abilities, and a focus on delivering excellent customer experiences.
Responsibilities
- Manage dedicated commercial card client portfolio
- Coordinate product implementations and project documentation
- Resolve complex client support issues
- Coach staff and provide subject matter expertise
Required Skills
- Banking/Client service experience
- Strong technical problem-solving
- Excellent communication and listening skills
- Microsoft Excel proficiency
Job Details
RESPONSIBILITIES:
- Implements complex new products and services for clients, including analyzing requirements and gathering necessary deliverables.
- Provides sales or consultative support to prospects or clients in select deals and leverages industry knowledge to identify sales opportunities.
- Acts as a project manager to coordinate implementation work, manage multiple complex projects simultaneously, and facilitate stakeholder meetings.
- Analyzes, assesses, and documents client requirements, including identifying customization needs.
- Serves as an escalation point to independently resolve challenges regarding implementation and production support.
- Acts as a subject matter expert to coach staff and sales teams, lead team communications, and perform workflow coordination.
- Develops and maintains training materials and provides training to service partners and clients.
QUALIFICATIONS:
- Client service and banking experience preferred (minimum 2+ years).
- Strong customer service skills (minimum 3+ years).
- Excellent communication (oral and written), listening, diagnostic, and organizational skills.
- Proficiency with Microsoft Excel and website navigation.
- Strong technology problem-solving skills.
- Schedule: Monday - Friday, 8:00 am - 5:00 pm (Pacific Time).
ADDITIONAL REQUIREMENTS:
- Must be able to work from a quiet, secure, and confidential home-based workspace.
- Occasional in-office participation may be required based on business needs.
- Role typically requires a university/college degree with 2+ years of relevant experience, or a comparable combination of education and experience.