Client Service Advisor
Alliance Bank of Arizona
Client Service Advisor
Location: OH - Columbus
As a Client Service Advisor you'll be responsible for delivering exceptional client service to law firms, legal professionals, and other stakeholders within the legal banking sector. In this role you'll serve as a point of contact, ensuring clients receive timely support, guidance, and solutions related to operational activities, treasury management products and financial services. You'll open, maintain, and close all account types, and perform clerical duties while maintaining positive customer relations.
- Provide expert consultation and customer service to legal clients regarding specialized banking products and services. Provide daily guidance to the department on deposits and account servicing, including treasury management products and services.
- Work directly with customers to resolve account issues. Provide excellent customer service and represent the bank in a professional and responsible manner. May attend customer calls with business development team members to better understand the business relationship and support strategy development to meet customer needs.
- Adhere to compliance, security, state and Federal regulations, bank policies, procedures and goals. Provide research on loan and deposit accounts as needed. Assist with account analysis, service charge waivers and wire transfer/ACH renewals.
What you'll need:
- 1+ years of related experience in Treasury Management Service or similar field.
- High school diploma required; Bachelor's degree in related field preferred.
- Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
- Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Entry level to intermediate working knowledge of various word processing and spreadsheet software.
- Intermediate speaking and writing communication skills.
Benefits you'll love: We offer all the important things you'd want like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
About the company:
Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email View email address on click.appcast.io or call View phone number on click.appcast.io. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
Western Alliance Bancorporation- ...733 Bethel Road, Columbus Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning... .... The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions...SuggestedBank staffWork at officeFlexible hoursNight shift
$45k - $70k
...Position Overview We are seeking a dependable and service-oriented Customer Service & Reservations Associate to support client inquiries and assist with reservation coordination. This role focuses on delivering timely support, managing requests, and ensuring all details...SuggestedRemote workFlexible hours$19 per hour
...Customer Service: Client Services Representative This is an exciting customer service opportunity to work with one of Columbus's TOP Employers, a leader in the Insurance and Financial Services Industry! Start Date: 6/30/26 Pay rate: $19.00 per hour First 8 weeks in person...SuggestedHourly payWeekly payWork experience placementWork at officeMonday to Friday2 days per week$17 - $21.77 per hour
...Job Title and Department Veterinary Customer Services Representative – 3rd Shift, Veterinary Medical Center | Small Animal Reception... ...date. Successful candidates will provide excellent front‑line client services to clients, customers, clinicians, and colleagues....SuggestedHourly payFull timeWork at officeShift workNight shiftAfternoon shift$19.17 per hour
...About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence...Suggested$19 per hour
...Preference for 1 of the following criteria: College Degree or Previous contact center experience Position Description Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to...- ...Customer Support Specialist, you'll play a key role in ensuring our clients' customers receive top-notch support. Your main... ...friendly, and professional assistance Troubleshooting product and service issues to find optimal solutions Maintaining detailed and accurate...
- ...Job Description Customer Service Rep About the Role: The ideal candidate will be responsible for managing end-to-end print... ...strict quality control to guarantee final products exceed client expectations and meet Service Level Agreements (SLAs). In addition...Work at office
- ...and Account Modification requests.Provide exceptional customer service to internal partners.Research and resolve issues and deficiencies... ...9/10 or Series 4 and 24 required.Excellent interpersonal and client service skills.Strong written and verbal communication skills.Ability...
- ...strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work... ...Contact Center Experience. Position Description Join our Client as a Customer Support Representative where you'll handle incoming...Work at officeRemote work
- ...About The Job Louis Vuitton Easton Columbus is seeking a highly motivated, curious, and customer focused part time or full time Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele. As a Client Advisor, you will be an...Full timePart time
- ...ideal for individuals who enjoy helping people, solving problems, and providing outstanding customer service. As a Customer Support Specialist, you will assist clients with inquiries, provide support throughout the customer experience, and help ensure a high level of satisfaction...Remote workFlexible hours
$19 - $20 per hour
...Career in Finance with a Top Investment Firm! Position Customer Service Specialist - Contract Are you a recent graduate with a degree... ..., and efficient customer service Troubleshoot and resolve client issues in a professional manner Maintain detailed records of all...Permanent employmentFull timeContract workInternship- Join to apply for the Customer Services Representative role at Exela Technologies Health & Wellness We offer comprehensive health and wellness... .... Customer Service: Customer-Centric Mindset, prioritizing client satisfaction and experience, service knowledge, and...Extra incomeTemporary workWork at officeLocal area
- Client Representative / Customer Service Representative Responsible for management of all vehicles in Columbus, OH. Conduct multi-point inspection on rental returns and identify mechanical and physical concerns. Conduct routine vehicle inventory including new purchases...Permanent employmentFull time
$17 - $21.77 per hour
...Veterinary Customer Service Representative 2 The College of Veterinary Medicine, Veterinary Medical Center seeks applicants for Veterinary... ...will have the opportunity to provide excellent front-line client services to support clients, customers, clinicians, and care-...Full timeWork at officeShift workNight shiftDay shiftAfternoon shift- ...Tiffany & Co. in Columbus, OH is seeking a Client Advisor at Easton Town Center to embody the Tiffany brand in every client interaction and consistently deliver the Tiffany experience. The role requires excellent communication, relationship-building, and the ability to...
- ...Client Service Representative - CareVet of Columbus Join a Team Committed to the Highest Standards of Veterinary Medicine CareVet of Columbus is growing, and we're excited to welcome a compassionate, service-oriented Client Service Representative to our team...
- ...at 6am. Goes above and beyond to provide a "White Glove Service" to our clients. Rocketship Mentality ~ Excited to join a fast-growing... ...needs Possess or obtain financial licensing Support internal operations by offloading administrative tasks from advisors...
$70.4k - $100k
## Client Reporting SpecialistApplylocations: Columbus, OH: US-WA-Seattle-1420 Fifth Avenuetime... ...Platforms* **Client Reporting servicing**. Execute monthly and quarterly client... ...Provide client reporting support to Wealth Advisors and Client Service Specialists.* **Client...Permanent employmentTemporary workWork at officeFlexible hours- ...Service BDC Agent As Performance Columbus continues to grow, so does the need for Service BDC Agents! As our sociable and helpful... ...I help you?" attitude as you interact with new and existing clients and ensure their service needs are addressed properly by promptly...Temporary workCasual work
- ...Client Services Representative A Client Services Representative researches and resolves issues and concerns for clients and Sales related to all Hibu products. A representative provides accurate information regarding company products and processes, partners with clients...
- Job Title Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more! The information in this position description indicates...
- ...Entry-Level Customer Service Representative (Remote) Job Openings Entry-Level Customer Service Representative (Remote) About the... ...general support while helping create a positive experience for every client. This position is ideal for someone starting their career in...Remote workFlexible hours
- ...Consultancy , we’re building a global network of on-demand customer service professionals, and we want you to join us! You’ll start with an... ...and trial program in Greece , working with one of our on-site clients to gain hands-on experience. After successfully completing the...Remote workWorldwideRelocationRelocation packageFlexible hours
- ...in the United States. With comprehensive onboarding, inbound client interest, and a supportive development system, you’ll build... ...documentation Deliver responsive follow‑up and high‑quality client service Participate in weekly training sessions and mentorship...Weekly payRemote workFlexible hours
- ...off Vision insurance Wellness resources VETERINARY CUSTOMER SERVICE REPRESENTATIVE (CSR) We are looking for talented, outgoing, smart, and happy veterinary professionals to join our Client Service team as a part of the face of Cryan! Do you love working with...Full timePart timeFlexible hours
$19.09 - $36.35 per hour
...Job Description U.S. citizenship required due to client contracts. Position must be performed on U.S. soil. Ability to obtain the... ...City, MO Nashville, TN Overview As an Associate Customer Service Solution Analyst within Oracle Health Support, you will serve...Hourly payTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift work- ...The Ohio State University is seeking a Veterinary Customer Services Representative to join the Veterinary Medical Center's Small Animal... ...based on a third shift schedule, and requires excellent front-line client service skills. Responsibilities include managing emergency...Full timeShift work
- ...Customer Service and Sales Representative Are you a people-person who thrives on turning conversations into connectionsand connections... ...and Sales Representative, you'll be at the heart of our client experience. You'll guide, support, and inspire customers while...Remote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Advisor. Be the first to apply!
- community service representative Columbus, OH
- client service representative Columbus, OH
- career services representative Columbus, OH
- bilingual customer service representative spanish english Columbus, OH
- customer experience agent Columbus, OH
- customer account representative Columbus, OH
- client solutions specialist Columbus, OH
- customer experience associate Columbus, OH
- entry level customer support representative Columbus, OH
- part time customer representative Columbus, OH

