Qualifications:

• Hybrid role. Will need to work in the Phoenix, AZ office one day per week.

The CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assist with general onboarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks, and support the journey of a prospect in becoming a client. The role serves as the first point of contact for addressing daily requests from prospects and provides technical support needs for a variety of client operational issues and bank transaction inquiries. The right candidate will positively influence the client experience by effectively communicating and delivering an accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in a timely manner. The role maintains effective communication and strong partnerships with field relationship advisors and relationship managers. Serve as email coordinator as assigned and effectively manage a universal, client-facing, departmental email box within service level agreement and in a highly professional manner

Job Type: Contract

Salary: $23.00 - $25.00 per hour

Expected hours: 40 per week

Experience level:

• 3 years
• 4 years
• 5 years
• 8 years

Schedule:

• 8 hour shift
• Day shift

Experience:

• Account maintanance: 2 years (Required)
• Client onboarding: 1 year (Required)
• Client facing: 1 year (Required)

Ability to Relocate:

• Phoenix, AZ 85040: Relocate before starting work (Required)

Work Location: Hybrid remote in Phoenix, AZ 85040