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.