Client Data Services Specialist jobs in United States
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Empyreal Logistics (We're Hiring!!) · 1 day ago

Client Data Services Specialist

Empyreal Logistics is a company focused on providing efficient client data services. The Client Data Services Specialist role involves coordinating client onboarding and managing data to ensure compliance and accuracy across product lines, while also providing customer support and project oversight.

Business Information SystemsComplianceGPSInformation TechnologyLogisticsSecurity
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Responsibilities

Provide accurate data input into customer and financial institution profiles and the accuracy of all information related to the contracts
Verify all account numbers with financial institutions prior to profile completion
Actively communicate and provide customer support for service request corrections, billing information updates, service day changes and alternative branch servicing adjustments
Research and assist Empyreal clients with servicing issues and changes
Support the Vault Services Department in the communication, set up and data input of all new Federal Reserve Bank Cash Services activations for FI's
Provide pre-sales client onboarding/training assistance for the sales organization
Enter, review, and implement all contracts and addendums and become familiar with legal and contractual compliance
Monitor contract expiration dates and notice requirements. Coordinate and process the renewal of new contracts
Ensure tasks are performed in accordance with Empyreal's processes, such as New Client Forms, Client Portal set-up; Portal logins; and operational checklists
Maintain up-to-date project status and ongoing client information on Monday.com, Empyreal's Client Portal, and additional platforms
Attain client satisfaction through successful, on-time completion of client-related projects
Performs other duties and projects assigned

Qualification

Customer contracts coordinationBankingFinancial servicesProject managementMS WordExcelPowerPointCRM database systemsAnalytical skillsAttention to detailProblem-solving skillsCommunication skillsInterpersonal skills

Required

Bachelor's Degree from an accredited institution or equivalent work experience is preferred
2+ years customer contracts coordination / administration, business development or sales support coordination, and / or project management experience are essential
The ideal candidate will have relevant experience in banking and financial services
Candidates with contract coordination experience in engineering, architectural, and construction services will also be considered
Solid organizational skills, attention to detail, accuracy, and time management skills are critical
Must possess strong analytical, problem-solving, and escalation skills
Excellent written and verbal communication skills are required
Rock solid interpersonal, client management, and relationship building skills are requisite
Proficiency in MS Word, Excel, PowerPoint Suite and CRM database systems is required

Preferred

Working knowledge of Monday.com is preferred

Company

Empyreal Logistics (We're Hiring!!)

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Discover the Key to Unlocking Superior Cash Management with our 4-Tiered Approach: Logistics; Cash Management; Compliance; Monitoring.

Funding

Current Stage
Growth Stage
Total Funding
$0.64M
2020-11-06Seed· $0.4M
2019-02-15Seed· $0.06M
2018-05-30Seed· $0.17M

Leadership Team

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Deirdra O'Gorman
Co-Founder, CEO
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Company data provided by crunchbase