Client Service Consultant, Concierge Bill Service
About The Position
The Client Service Consultant (CSC) supports the Concierge Bill service within NCSS Money Movement, executing end‑to‑end bill management activities in a controlled, manual environment. This role is responsible for bill intake, validation, processing, and quality control while ensuring adherence to Wealth Management policies, authentication requirements, and segregation‑of‑duties controls. The role requires strong technical proficiency across multiple systems and the ability to independently manage workflows, resolve exceptions, and maintain high service standards. Strong communication and interpersonal skills are required, as the role includes interaction with clients and internal stakeholders, including performing verification callbacks and resolving time‑sensitive exceptions.
Requirements
- 2-5+ years of experience in financial and/or client servicing experience preferred.
- Knowledge of investment, banking and/or personal trust and advisory operations, products and services usually acquired through related work experience is preferred in order to assist relationship management teams in processing clients’ servicing needs.
- Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
- Strong attention to detail and ability to manage manual, multi‑step processes
- Proficiency with systems such as Wealth Passport, Outlook, Adobe, Excel, Word, and DocuSign
- Ability to work independently while maintaining control and compliance standards
- Strong communication skills, including ability to perform client verification callbacks
- Ability to prioritize workload and manage competing deadlines in a fast‑paced environment
Responsibilities
- Perform bill intake, validation, processing, and quality control in accordance with established procedures
- Follow Wealth Management Authentication and Verification Requirements, including performing client and partner callbacks as needed
- Manage and triage the Concierge Bill mailbox, ensuring timely responses and SLA adherence
- Coordinate with Relationship Managers and internal partners to resolve exceptions and obtain required documentation
- Maintain accurate records and workflow updates to support audit readiness and control compliance
- Support client and vendor onboarding activities with appropriate review and validation
- Process money movement transactions, including wires, ACH, transfers, recurring instructions, and check requests
- Ensure all transactions comply with authentication and operational standards
- Meet established service level agreements (SLAs) with a high degree of accuracy and minimal errors
- Communicate proactively with internal stakeholders and escalate issues as needed
- Collaborate effectively with team members and support broader NCSS initiatives
- Demonstrate accountability, professionalism, and reliability
- Provide coverage and support across roles as needed
- Contribute to a culture of quality, ownership, and continuous improvement
Benefits
- flexible and collaborative work culture
- financial strength and stability
- encouragement for movement within the organization
- accessible senior leaders
- pride in working for a company committed to assisting the communities we serve
- workplace with a greater purpose
- opportunity to work with one of the world’s most admired and sustainable companies
- career building opportunities
- reasonable accommodation for individuals with disabilities
- flexible working requirements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
