US Tech Solutions · 1 day ago
Customer Support Specialist
Purchase, NY
Contract
Onsite
Entry, Mid Level
$25/hr - $26/hr
2+ years expUS Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. They are seeking a high potential SBL Product Support Desk specialist to provide direct support to Financial Advisors, Service Professionals, and Private Bankers through comprehensive knowledge of all SBL products and services.
Information Technology
Hiring Manager
Manasa Mamidala
Responsibilities
Provide best-in-class service and support to private bankers, financial advisors, and service professionals
Partner closely with Sales and other internal partners to ensure complex transactions are escalated appropriately
Prepare and provide bank reference letters and Letters of intent as requested by Sales partners
Review and approve Power of Attorney on client SBL accounts
Develop and deliver SBL training content and material for presentations to sales partners
Ensure an exceptional experience by providing feedback to product managers on potential product and service enhancements
Use data to analyze business trends and create reports, presentations, and other materials for management
Assist with various projects and reporting as required by management, including detailed presentations outlining the team’s performance, strategy, and initiatives
Additional responsibilities as required by Lending Advisors and the Head of Lending Advisory
Qualification
Required
Minimum 2 years of banking/finance industry experience
BA or BS degree
Excellent verbal and written communication skills. Extraordinary client service aptitude
Problem solving. Demonstrate creativity and thoughtful solutions in framing private banking transactions
Self-starter with the ability to work under pressure, meet deadlines, multitask, and manage expectations
Detail orientation with strong organizational and analytical skills
Proficient with Microsoft Office, especially Excel and PowerPoint
Preferred
Customer support and operations background
Tableau/Access/SharePoint skills are a plus
Company
US Tech Solutions
US Tech Solutions counted among the largest yet the fastest growing staffing firm; all achieved organically.
1001-5000 employees
H1B Sponsorship
US Tech Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (9)
2023 (13)
2022 (24)
2021 (18)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Manoj Agarwal
Chief Executive Officer
Recent News
Kelly Services, Inc.
2025-05-17
GlobeNewswire News Room
2024-12-13
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