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Client Services Expert– Banking or Invest Experience at VTekis Consulting LLP

, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jul, 26

Salary

0.0

Posted On

08 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Hospitality, Client communication, Issue resolution, Microsoft Dynamics, NetX360, Account opening, Asset movement, Financial services

Industry

Staffing and Recruiting

Description

Company Description We provide Recruitment and Staffing services to many industries and domain through our innovative and customized solutions and passionate commitment to research. Ability to understand the hiring strategies, availability of talent and compensation benchmarking makes us proud hiring partner for various industries. We work as trusted business partners and always strive to deliver the most value and highest return on investment for our clients. We are highly trained business professionals with strong understanding of clients need. We work closely with the leading staffing trade associations, training, and research organizations to ensure we are knowledgeable of the latest industry trends and technologies. Job Description Target Profile Strong customer service or hospitality-based backgrounds (e.g., Disney Client Services have been successful) Financial exposure preferred but not mandatory Highly people‑focused, driven, eager to learn and grow Core Responsibilities Day‑to‑day client contact for smaller to mid‑tier clients Assist with: Account opening Asset movement Navigation of systems and platforms General inquiries and issue resolution No direct transaction processing, but ownership of inquiry through resolution Skills & Tools Client communication via phone and email Microsoft Dynamics for client correspondence and tracking NetX360 as the primary client platform (used transparently with clients) Regards, Mohammed ilyas, PH - 229-264-4024 or Text - 229-469-1455 or You can share the updated resume at Mohammed@vtekis. com Additional Information All your information will be kept confidential according to EEO guidelines.

Responsibilities

The role involves daily client contact for small to mid-tier clients, assisting with account opening, asset movement, and platform navigation. It requires managing inquiries through to resolution without direct transaction processing.