Client Service Advisor

Job Description

  • Location: Phoenix, Arizona
  • Type: Contract
  • Job #9028

Job Title: Client Service Advisor
Duration: 12 Months +
Location: Phoenix, AZ / Salt Lake City, UT / Raleigh, NC

Job order is for 6 roles. The manager is open to the contractors starting as soon as they clear background.

Candidates can be located in the following locations: Phoenix, Salt Lake City or Raleigh, NC.

Hybrid role 1 day per month in office for Enterprise Day, 1 day quarterly for All Hands Meeting. and occasional others for team building. IMPORTANT: If unable to work from home due to unstable connection, equipment, issues, power outage or other will need to work in office. Must be able to quickly identify downtime issue and head into office immediately if unable to resolve.

The schedule for this role is typically Monday through Friday covering the closing shift (subject to change based upon business needs) of 8:30 AM – 5:30 PM Pacific Time.

High School Diploma or GED and 2 years of experience in Financial Services or Operations Support OR N/A and N/A years of experience in Financial Services or Operations Support

Preferred Qualifications:
-Working knowledge of the company Go platform
-Inbound call center experience

This position provides advanced operational support for a business unit in the execution of daily activities in support of the Company Go platform. Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.


Service – Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.

Operational Support – Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities. Identifies and communicates process inefficiencies. May offer recommendations for process improvements.

Documentation – Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.

Business Proficiency – Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.


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Strategic Systems, Inc. is an Equal Opportunity Employer. We do not discriminate against qualified applicants based upon any protected group status, including but not limited to race, color, creed, religion, gender, national origin, ancestry, age, marital status , military or veteran status, sexual orientation, physical or mental disability or medical condition as defined by applicable equal opportunity laws. All employment is decided on the basis of qualifications, merit, and business need.