Customer Service Consultant

Ascendo is excited to present this opportunity in the banking and financial services industry. We are seeking an articulate and proactive Client Relations Consultant to join a growing team. This long-term contract position is essential for maintaining seamless operational delivery during account transitions and ensuring a high-quality service experience across business lines. To ensure success in this fast-paced environment, the right professional will bring 3+ years of verified experience in case management or banking operations within a financial services setting, alongside exceptional dual-language communication skills to manage cross-departmental workflows. Responsibilities: Facilitate interdepartmental communication to accelerate the resolution of client files and administrative requests. Monitor key data points and documentation trends to improve departmental efficiency and service delivery. Supervise the processing, categorization, and routing of client cases within internal data systems. Support high-level communication plans during the onboarding and integration phases of incoming client accounts. Assist with the adoption of modernized workflow platforms and digital customer service applications. Qualifications: 3+ years of background in account servicing, case tracking, or banking operations. Fluency in both English and Spanish with strong capabilities in written and verbal business dialogue. Practical exposure to modern CRM architectures, digital workflow tools, or service platforms. Highly developed problem-solving skills along with a strong commitment to service excellence. Proven ability to execute tasks independently and organize multiple projects simultaneously. University degree in a business, communications, or finance discipline preferred. Basic understanding of financial regulatory guidelines and corporate compliance tracking. ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. #J-18808-Ljbffr Ascendo Resources