Job Description:
The Liquidity Client Advisor will support the first-line client experience by providing client onboarding, account serving and relationship management to SVB Asset Management (SAM) and other Liquidity Management clients. The LCA will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will be able to confidently handle multiple tasks simultaneously, deliver as promised, effectively prioritize, and escalate issues and/or seek guidance before issues impact clients or grow larger.
Account Maintenance & Support
- Assist with audit support, including SOC1 reports, confirmations, pricing materials, and more
- Produce high-quality, accurate portfolio review presentations
- Liaison to the Middle Office team for SACAs, transfers in kind for asset management clients, third-party custody inquiries, provide exceptional new account onboarding experience, and more
- Resolving complaints and preventing additional issues by improving processes
Assist with challenging client requests or issue escalations as needed
Service Model
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Knowledgeable and quick responses on day-to-day client support, including wire support and wire confirmations, signer updates, LOAs, system access, assist clients with general systems navigations, and more
- Client service; including speedy client response and service delivery
Be available to receive inbound client requests
Job Types: Full-time, Contract
Pay: $25.00 - $28.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
People with a criminal record are encouraged to apply
Experience:
- Banking: 3 years (Required)
- Liquidity management: 3 years (Required)
- Customer service: 3 years (Required)
Ability to Relocate:
- Phoenix, AZ: Relocate before starting work (Required)
Work Location: In person