Industry: Banking & Financial Services

Duration: 12 Months

Location: Charlotte, NC

Pay Range: $38-$40/hr

Must Haves:

• Proficient in MS office products, especially Excel.
• Comfortable working in multiple systems simultaneously.
• Strong communication skills, both written and verbal, for interaction with business partners and clients.
• Strong client service skills with confident and highly professional communication.
• Excellent time management and organizational skills to handle peak periods with significant client volume.
• Ability to work effectively in a team environment and maintain strong working relationships.
• Critical thinking and problem-solving skills to identify, evaluate, and recommend solutions to client and stakeholder problems.
• Demonstrated capacity to leverage multiple and complex technology platforms to manage information and achieve business objectives.

Responsibilities:

• Provide client-facing service for the Valuation Operations team, supporting client pricing and support requests, including price challenges, coverage requests, sample pricing, and ad-hoc statements.
• Liaise directly with clients and the business to define and implement valuation onboarding and delivery requirements.
• Provide timely and accurate client service, responding to client needs and queries efficiently; participate in client services initiatives.
• Ensure effective administration of client access and user profiles for appropriate statement delivery and/or application access in compliance with CVO procedures and the enterprise Client Valuation Policy.
• Actively participate as a member of the CVO team, including various products, initiatives, and ad hoc tasks.