Job#: 3054276 Job Description: Implementation Advisor
Location: Chicago, Illinois (Onsite)
Role Overview
This role serves as the first point of contact for clients submitting implementation requests. The position involves implementing a new fulfillment system in the Treasury space and working with sales teams and clients to implement treasury products or add them to existing accounts. The candidate will handle end-to-end processing for less complex implementations while engaging other business partners as needed.
Key Responsibilities
- Implement a new fulfillment system and various Treasury products.
- Work directly with Sales Teams and Clients to implement products and add services to existing accounts.
- Manage a dedicated email inbox, prioritize client requests, and implement eligible items.
- Communicate with clients via email and phone.
- Create cases or packages for tracking, monitoring, and end-to-end resolution.
- Conduct research to respond to client inquiries.
- Utilize various bank systems to support client requests.
Required Qualifications
Experience:- Previous Client Service experience is required.
- Experience in a high-paced environment with little oversight is necessary.
- Background in Mortgage or Loan Processing is beneficial.
Skills:- Excellent data entry and typing skills.
- Strong organizational and time management abilities to handle multiple requests simultaneously.
- Client-focused with the ability to conduct discussions with clients in a confident manner.
- Excellent communication skills to liaise with all levels of the firm.
- Technologically savvy with the ability to learn new systems and technology quickly.
- Self-motivated and able to manage one's own time and know when to escalate.
Preferred Qualifications
- Knowledge of Treasury and/or Legal Documentation.
- Experience connecting with a diverse set of clients to understand future business needs.
- A commitment to challenging the status quo and promoting positive change.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
Everforth Apex uses a virtual recruiter as part of the application process. Click for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.
If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.
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