Treasury Operations – Implementation Advisor

Job Category: Finance and Business
Job Type: Contract
Job Location: United States
Salary: $28/hr
Company Name: Apex Systems

About the job

100% ONSITE-MUST SIT IN OR NEAR Phoenix, AZ.

Job title: Treasury Operations – Implementation Advisor

Location: 100% ONSITE 8-5 M-F MUST SIT in/near Phoenix, AZ

Type: Contract

Contract length: 6+ months, could extend up to 18 month total tenure and WILL BE contract to hire if they perform

Interview process: 2 ivs!

Citizenship: USC/GC candidates only (no c2c or c2h for w2 purposes)

Screenings: Background once hired

Pay: $28/hour-no flex

Start date: ASAP- 2-4 weeks from offer

+: weekly pay, benefits, banking holidays off

Required Skills:

  • Client focused with the ability to conduct discussions with clients in a confident manner.
  • Excellent communications skills.
  • Experience working with data/data entry
  • Ability to work under pressure in a team environment.
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
  • Previous Client Service experience.

Other Qualifications:

  • Embraces innovation and operational excellence.
  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Role Overview – First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services.

Key Responsibilities – Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.

 

 

 

 

 

 

 

 

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law


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