Client Support Advisor

Job Summary

A company is looking for a Client Support Advisor (Banking) to assist business clients with banking platform navigation and troubleshooting.

Key Responsibilities

• Serve as a client-facing point of contact for banking and treasury service needs
• Assist clients with online banking access and troubleshooting issues
• Support cash management products and provide technical assistance with payment file imports

Required Qualifications

• Bachelor's degree in Economics, Finance, or a related field (highly preferred)
• Strong interest in client-facing work and engagement with customers
• Ability and willingness to learn banking and payment-related tools
• Experience with accounting software integrations, particularly QuickBooks
• Knowledge of fraud monitoring and risk identification processes