Client Services Professional I

City National Bank • Phoenix, AZ

10d

About The Position

The Client Services Professional I manages servicing needs for clients within a portfolio and supports client relationships through product knowledge, standard procedures, and proactive, reliable solutions. The role provides consistent service across different lines of business and executes client tasks and requests end to end.

The position responds to client inquiries through calls, emails, and other correspondence, completing requests or escalating them when appropriate. Requests may include money movement, account information, and client information updates. The role works under general supervision, typically with detailed instruction and limited discretion to vary from established procedures, and uses judgment to identify when collaboration or escalation is needed. The professional takes ownership of client inquiries, anticipates client needs, and applies critical thinking to resolve issues while following standard practices. Participation in trainings, team meetings, and manager meetings supports feedback, coaching, and development.

Requirements

• Bachelor's degree or equivalent.
• 0–2 years of client service, operations, and/or relationship management support experience.
• 0–2 years of documentation and client-facing services experience.

Nice To Haves

• Basic expertise across a variety of products.
• Understanding of upstream and downstream processes and their impacts.

Responsibilities

• Respond to incoming client calls, emails, and correspondence.
• Complete client requests or escalate them as appropriate, including money movement, providing account information, and updating client information.
• Manage servicing needs for clients within a portfolio and provide consistent end-to-end execution of tasks and requests.
• Use product knowledge and standard procedures to provide proactive, reliable solutions and support client relationships.
• Take ownership of client inquiries and requests, anticipate client needs, and use critical thinking to resolve issues within standard practices.
• Attend trainings, team meetings, and individual manager meetings for feedback, coaching, and development.

Benefits

• Medical, dental, and vision coverage available the first of the month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Fertility benefits and cancer, diabetes, and musculoskeletal support programs.
• Career mobility support from a dedicated recruitment team.
• Colleague Resource Groups for networking and community engagement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level