Premier Services Client Support Associate

Overview

Hybrid
$20 - $30
Contract - W2
Contract - 3 Month(s)
No Travel Required

Skills

Customer Service
Customer Support
Call Center
Retail Banking
Financial Services

Job Details

The Premier Services Client Support Associate provides first-line call support to Wealth and Institutional clients, assisting them with secure portal access, password resets, and online banking navigation. This role is part of the Premier Services team within Shared Services, a small, highly client-focused group that handles all inbound 800-number calls and delivers high-touch white-glove service rather than high-volume call center processing.

The role is not a general retail banking support position the client base is Wealth & Institutional (for example, individuals from high-net-worth families or investment entities using online portals to view statements or balances). Professional, patient, customer-first communication is essential.

Key Responsibilities:

  • Answer inbound support calls and assist Wealth & Institutional clients with online portal access, login issues, and password resets.
  • Provide first-level troubleshooting (sign-in guidance, browser cleanup, clearing cache/cookies, where to click guidance, etc.).
  • Support multiple internal WISD online portals used by the business line.
  • Document interactions, maintain accurate records for audit purposes, and follow customer service standards.
  • Act as liaison between clients and operational groups for issue escalation and follow-up.
  • Participate in projects affecting Shared Services, including system release testing and enhancements.
  • Assist with follow-up or operational tasks when call volume is low (e.g., historical lookups, research).

Required Qualifications:

  • 2 5 years of customer service call center experience (corporate or financial services preferred).
  • Excellent verbal communication skills; ability to support clients patiently and clearly over the phone.
  • Strong problem-solving skills and ability to learn business-line systems quickly.
  • Ability to prioritize phone support above all other tasks.
  • Experience using Microsoft Word and Excel.

Preferred Qualifications:

  • Experience supporting online applications and password issues.
  • Background supporting Wealth & Institutional clients, call center, financial services, or high-touch corporate support.
  • Knowledge of bank systems (e.g., Pace, Hogan) helpful but not required.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

About Globalquest Staffing Solutions