Excellent interpersonal, verbal, and written skills
Flexibility to adapt to rapidly changing business conditions
Strong customer service skills
Learning agility: Ability to quickly develop competence with new technology, applications, and work assignments
Strong analytical, problem-solving, and organizational skills: Ability to identify, research, and resolve requests, manage conflicting priorities, and workflow
Post-secondary degree preferred
Responsibilities
Complete all required training within a specified timeframe
Consistently receive passing scores on all proctored and self-paced training courses
Quickly pivot from training to overflow team to support work based on volume and client needs
Develop a strong knowledge of business applications critical to client and account servicing, including on-line tools
Execute client account servicing activities as requested by partners within appropriate timeframes
Develop a strong understanding of required steps involved with each request, communicating with partners as appropriate to properly execute the requested activity
Address the requirements of each activity in a timely fashion and in strict adherence with corporate and business guidelines and procedures, promptly escalating any issues and/or concerns to management
Review and maintain client records and information on all applicable client servicing systems, ensuring appropriate and required documentation is collected and imaged