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Premier Services Client Support Associate
Premier Services Client Support AssociateGlobal Quest • Wilmington, Delaware, United States
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Premier Services Client Support Associate

Premier Services Client Support Associate

Global Quest • Wilmington, Delaware, United States
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Premier Services Client Support Associate #2324

Work Arrangement : Onsite (Hybrid only after training)

Location : Wilmington, DE

Alternate Location (if needed) : Buffalo, NY

Duration : 3-month contract (40 hours / week; 520 total hours) possibility of extension or conversion based on performance

Engagement Type : W-2 only. No sponsorships, Corp-to-Corp, or 1099 arrangements permitted.

Overview :

The Premier Services Client Support Associate provides first-line call support to Wealth and Institutional clients , assisting them with secure portal access, password resets, and online banking navigation. This role is part of the Premier Services team within Shared Services , a small, highly client-focused group that handles all inbound 800-number calls and delivers high-touch white-glove service rather than high-volume call center processing.

The role is not a general retail banking support position the client base is Wealth & Institutional (for example, individuals from high-net-worth families or investment entities using online portals to view statements or balances). Professional, patient, customer-first communication is essential.

Key Responsibilities :

  • Answer inbound support calls and assist Wealth & Institutional clients with online portal access, login issues, and password resets.
  • Provide first-level troubleshooting (sign-in guidance, browser cleanup, clearing cache / cookies, where to click guidance, etc.).
  • Support multiple internal WISD online portals used by the business line.
  • Document interactions, maintain accurate records for audit purposes, and follow customer service standards.
  • Act as liaison between clients and operational groups for issue escalation and follow-up.
  • Participate in projects affecting Shared Services, including system release testing and enhancements.
  • Assist with follow-up or operational tasks when call volume is low (e.g., historical lookups, research).

Required Qualifications :

  • 2-5 years of customer service call center experience (corporate or financial services preferred).
  • Excellent verbal communication skills; ability to support clients patiently and clearly over the phone.
  • Strong problem-solving skills and ability to learn business-line systems quickly.
  • Ability to prioritize phone support above all other tasks.
  • Experience using Microsoft Word and Excel.

    • Preferred Qualifications :

  • Experience supporting online applications and password issues .
  • Background supporting Wealth & Institutional clients , call center, financial services, or high-touch corporate support.
  • Knowledge of bank systems (e.g., Pace, Hogan) helpful but not required .
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