More jobs:
Client Case Representative
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Banking Operations
Job Description & How to Apply Below
- Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM, CRaVE)
- Investigate issues, perform research, and complete transactions with a high degree of accuracy
- Manage and prioritize a high volume of cases, ensuring work is completed within defined service levels
- Partner with internal teams to resolve issues and ensure smooth end-to-end processing
- Escalate complex or high-risk items appropriately while maintaining ownership of outcomes
- Maintain accurate documentation and updates within internal systems
- Balance multiple workflows and competing priorities in a fast-paced environment
- Take initiative to identify and resolve issues, driving timely results
- Maintain a strong client focus by ensuring quality, accuracy, and efficiency in all work performed
- Identify opportunities to improve processes and reduce operational friction
- Build foundational knowledge of financial products, services, and internal systems
- Minimum of 1 year of related experience (client service or financial services preferred)
- Bachelor’s degree or equivalent combination of education and experience
- Strong problem-solving, organizational, and communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Demonstrated ability to collaborate and balance stakeholder needs
- Proven initiative, accountability, and results-driven mindset
- Experience with workflow or case management systems preferred (e.g., BPM, CRaVE)
- Basic knowledge of financial services or willingness to learn
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×