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Client Service Associate

Evergreen Money

Evergreen Money

Customer Service
Miami, FL, USA
Posted on Tuesday, September 12, 2023

At Evergreen Money, we are building a global digital banking product from the ground up, designing a better and more efficient way for people to use their money. Evergreen is led by Bill Harris, the founding CEO of PayPal, Personal Capital, and ONE. Our mission is to help families prosper. Our success metric is customer satisfaction, and our goal is hyper-growth. We are looking for a Client Service Associate to join our team and play a critical role as we aim to grow and expand.

About the role:

As a Client Service Associate, you are a trusted member of the Operations team and deeply connected to the client’s relationship with Evergreen. You will aim to build strong relationships and provide world-class level service to our clients by ensuring that they receive a seamless, personalized experience. You will serve as a key point of contact for clients, assisting them with inquiries, account management, and many other critical tasks. Take part of a team dedicated to making a difference in people’s financial lives.

In this role, you will have the opportunity to:

  • Investigate root causes of process inefficiencies and make proposals on opportunities for process improvement
  • Take ownership, act with a sense of urgency and exceed expectations by over-communicating
  • Concentrate on developing a risk appetite to prevent and protect the firm and our clients
  • Work independently and in a team environment to maximize productivity in a most efficient manner
  • Actively seek opportunities to lead and contribute to initiatives outside immediate area of responsibility

Who we’re looking for:

  • 3+ years of experience in operations, banking, customer service, treasury, investments or portfolio management
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
  • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
  • Enhanced ability to understand requests for assistance and resolve them quickly and accurately
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnerships
  • Proficient in MS Office (Excel, PowerPoint, Word) and Google Suite (Sheets, Slides, Docs)
  • Bachelor’s degree is preferred
  • Previous banking or financial service industry work experience is preferred