What are the responsibilities and job description for the Client Support Advisor position at Jobs via Dice?
RESPONSIBILITIES:
Kforce has a client that is seeking a Client Support Advisor - Banking & Treasury Services (Entry-Level) in Phoenix, AZ.
Summary:
You will launch (or grow) your career in financial services in a role that blends customer service, problem-solving, and hands-on exposure to banking and treasury products. You will support business clients as they use online banking and payment tools-helping them get unstuck, guiding them through processes, and building confidence with financial platforms.
Why this role:
This position offers hands-on exposure to real-world banking operations, payments, and cash management solutions-making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology.
This role starts as a contract position for one year with potential to convert to FTE with Kforce's client thereafter. The role requires one day a month in office and can be performed remotely otherwise.
In this role, you will:
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Kforce has a client that is seeking a Client Support Advisor - Banking & Treasury Services (Entry-Level) in Phoenix, AZ.
Summary:
You will launch (or grow) your career in financial services in a role that blends customer service, problem-solving, and hands-on exposure to banking and treasury products. You will support business clients as they use online banking and payment tools-helping them get unstuck, guiding them through processes, and building confidence with financial platforms.
Why this role:
This position offers hands-on exposure to real-world banking operations, payments, and cash management solutions-making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology.
This role starts as a contract position for one year with potential to convert to FTE with Kforce's client thereafter. The role requires one day a month in office and can be performed remotely otherwise.
In this role, you will:
- Provide friendly, professional, client-facing support by phone, email, and/or ticketing tools
- Troubleshoot access and navigation issues within online banking (unlock accounts, password resets, MFA support, basic user administration)
- Help clients understand and use depository products and services (e.g., checking/DDA, CDs, MMAs, account analysis basics, check clearing, mobile/remote deposit capture)
- Assist with domestic and international wire payment navigation and research
- Support cash management tools such as ACH services, bill pay, lockbox, positive pay, investment cash sweep, and select international services (letters of credit, foreign exchange, multi-currency accounts)
- Provide basic support for merchant services and business debit/credit card products
- Troubleshoot payment-related technical issues such as payment imports and file-related errors
- Help identify potential fraud risks and assist with monitoring and resolution steps (including ACH blocks/filters)
- Bachelor's degree in Economics, Finance, Business, or a related field preferred (or equivalent practical experience)
- Strong customer service mindset-you enjoy helping others and keeping calm under pressure
- We are looking for someone early in their career who's great with people, loves solving problems, and wants to build deeper expertise in banking and treasury services
- Proven problem-solving skills-you like figuring things out and can explain solutions clearly
- Some exposure to financial services or banking (internship, teller/customer support, call center, operations support, or similar)
- Clear, professional communication skills (written and verbal), with attention to detail
- Comfortable learning new tools and processes, and willing to be client-facing
- Online banking support (access issues, navigation, user maintenance, MFA)
- Banking products and payment methods (ACH, wires, deposits, fraud prevention features)
- Cash management tools (bill pay, lockbox, positive pay, cash sweep)
- QuickBooks or accounting software integration troubleshooting
- Payment imports/file troubleshooting and technical support habits
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking ?Apply Today? you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.