Recent Searches

You haven't searched anything yet.

5 Client Service Advisor I Jobs in Raleigh, NC

SET JOB ALERT
Details...
Intelliswift Software Inc
Raleigh, NC | Full Time
$42k-54k (estimate)
3 Weeks Ago
Envestnet
Raleigh, NC | Full Time
$53k-69k (estimate)
3 Days Ago
TekRek Solutions
Raleigh, NC | Contractor
$43k-55k (estimate)
1 Month Ago
Envestnet
Raleigh, NC | Full Time
$52k-72k (estimate)
1 Day Ago
Envestnet
Raleigh, NC | Full Time
$54k-70k (estimate)
1 Day Ago
Client Service Advisor I
$42k-54k (estimate)
Full Time | Investment Management 3 Weeks Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

Intelliswift Software Inc is Hiring a Client Service Advisor I Near Raleigh, NC

Job Details

Job Title: Client Service Advisor I

Duration: 6 Months

Location: Raleigh, NC, USA

Pay Range: $25 per hour

Intelliswift Software Inc. conceptualizes, builds, and supports the world's most amazing technology products and solutions. Our team of rich experts from diverse backgrounds contributes to making Intelliswift one of the most reliable partners in IT and Talent solutions. We specialize in delivering world-class Digital Product Engineering, Data Management and Analytics, and Staffing Solutions services to Fortune companies, SMBs, ISVs, and fast-growing startups.

Description of responsibilities:

Qualifications:
Job order is for 3 roles.
100% Remote, candidates must be local to Raleigh North Carolina office. Additional information, i.e. schedule, etc. included in Responsibilities. Additionally if contractor is unable to work from home due to unstable connection, defective equipment or other matters that would prevent them from performing job as outlined additional time in office to remedy may be needed at leaders discretion.
Qualifications:
High School Diploma or GED and 2 years of experience in Financial Services or Operations Support OR N/A and N/A years of experience in Financial Services or Operations Support
Preferred Qualifications:
-Working knowledge of the CLIENT Go platform
-Inbound call center experience
Responsibilities:
Overview:
This position provides advanced operational support for a business unit in the execution of daily activities in support of the CLIENT Go platform. Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.
This is a hybrid position located in Raleigh North Carolina and candidates must live within a commutable distance of this office location. The schedule for this role is typically Monday through Friday covering the closing shift (subject to change based upon business needs) of 8:30 AM - 5:30 PM Pacific Time.
Responsibilities:
Responsibilities:
Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities. Identifies and communicates process inefficiencies. May offer recommendations for process improvements.
Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.

Intelliswift is committed to fair and equitable compensation practices. The range provided for this position is determined by various factors including, but not limited to, relevant work experience, skills, certifications, and location. Intelliswift offers medical insurance, dental insurance, vision insurance, supplemental life and AD&D insurance, and any other benefits per state law.

Equal Employment Opportunity StatementIntelliswift celebrates a diverse and inclusive workforce. We offer equal employment opportunities to all applicants and employees. All qualified applicants will be considered regardless of race, color, sex, gender identity, gender expressions, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other protected basis under the law.

Americans with Disabilities Act (ADA)

If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact Intelliswift Human Resources Department

Other Employment Statements
Intelliswift participates in the E-Verify program.

Learn MoreFor information on Intelliswift Software, Inc., visit our website at .

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$42k-54k (estimate)

POST DATE

05/25/2024

EXPIRATION DATE

05/31/2024

WEBSITE

intellswift.com

HEADQUARTERS

FREMONT, CA

SIZE

25 - 50

FOUNDED

2001

TYPE

Private

CEO

LADDI S JHUTY

REVENUE

<$5M

INDUSTRY

Investment Management

Related Companies
About Intelliswift Software Inc

Intelliswift Software provides enterprise application, collaboration, mobility and cloud computing solutions.

Show more

Intelliswift Software Inc
Contractor
$99k-126k (estimate)
1 Day Ago
Intelliswift Software Inc
Contractor
$46k-58k (estimate)
1 Day Ago
Intelliswift Software Inc
Contractor
$72k-92k (estimate)
1 Day Ago

The job skills required for Client Service Advisor I include Client Service, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Advisor I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Advisor I. Select any job title you are interested in and start to search job requirements.

For the skill of  Client Service
Pyxai, Inc.
Full Time
$40k-51k (estimate)
1 Week Ago
For the skill of  Financial Services
The Western and Southern Life Insurance Company
Full Time
$120k-139k (estimate)
4 Days Ago
Show more

The following is the career advancement route for Client Service Advisor I positions, which can be used as a reference in future career path planning. As a Client Service Advisor I, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Advisor I. You can explore the career advancement for a Client Service Advisor I below and select your interested title to get hiring information.

TekRek Solutions
Contractor
$43k-55k (estimate)
1 Month Ago
Envestnet
Full Time
$49k-63k (estimate)
2 Months Ago
Envestnet
Full Time
$52k-72k (estimate)
1 Day Ago