CAS Global Client On-Boarding team is looking for a team member to support an assigned portfolio of prospects, assists with general on-boarding activities, implement tickets, set up deposits’ accounts, perform Admin IDV tasks and supports 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 inquires. The right candidate will positively influence the client experience by effectively communicating and delivering accurate resolution of a prospect inquiry or application and providing guidance on a prospect’s financial business needs in 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. 

 


At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $25.00/hr.