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Portfolio Service Advisor - Remote

  • Location: United States of America
  • Job Type:Contract

Posted about 1 month ago

  • Expiry Date: 30 June 2022
  • Referral:



  • This is remote however, we are looking to interview from Phoenix and/or Salt Lake City, Utah Qualifications Skills and Requirements:

  • 1+ years of experience in banking/financial services industry.

BS/BA Degree preferred.

Call center experience preferred.

Knowledge of regulatory requirements that impact financial services.

Proficient in MS Office software.


  • They will assist with a variety of client requests including but not limited to; online banking navigation, wires, transactions detail, DDA, MMA, CMMA account maintenance, adding additional accounts, credit and debit card, bill pay, mobile deposit, and PPP loans.

This position will:

  • Answer incoming calls/Emails from clients needing help with all their banking needs • Learn and help pilot a new chat feature we will be launching in 2022.

  • Demonstrate white glove customer service in handling al customer requests for the Startup  Banking clientele.

  • Problem solve and assist clients with account research • Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary.

  • Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner.

  • Excellent written and verbal communication skills with the ability to convey information effectively and tactfully.

  • Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed.

  • Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement.

  • Strong attention to detail.

  • Drive service innovation and transformation through automation, self-service capabilities, and channel integration


  • Microsoft office and database products    

  • Client Support

  • Customer support/Technical Support

  • Banking Experience 

  • Call center Experience 

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities.

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.