Job Description
*CLIENT SERVICING SPECIALIST-FUNDS XFR*
WHAT IS THE OPPORTUNITY?
The Client Service Specialist is responsible for responding to and handling a broad range of inquiries regarding complex wire transfer procedures and processes as well as providing status updates to all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Manage client conversations utilizing strong communication skills as well as product and operations knowledge. Independently analyze, resolve, prioritize, and process wire transfer transactions. Provides guidance to clients on issues requiring immediate attention. Informs management of potential problems and escalates issues accordingly. Provides feedback from clients to management regarding service quality, products, policy and procedures. Identifies suspicious calls or situations requiring escalation and follows established procedures to ensure clients personal and account informati...
WHAT IS THE OPPORTUNITY?
The Client Service Specialist is responsible for responding to and handling a broad range of inquiries regarding complex wire transfer procedures and processes as well as providing status updates to all CNB internal and external clients, delivering an exceptional client service experience aligned with our City National Brand promise. Manage client conversations utilizing strong communication skills as well as product and operations knowledge. Independently analyze, resolve, prioritize, and process wire transfer transactions. Provides guidance to clients on issues requiring immediate attention. Informs management of potential problems and escalates issues accordingly. Provides feedback from clients to management regarding service quality, products, policy and procedures. Identifies suspicious calls or situations requiring escalation and follows established procedures to ensure clients personal and account informati...
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