Client Service Advisor

Be Part Of a Bank Like No Other.

When you work with the world's most innovative companies, you know you're making a difference.

Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.

Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.

Client Service Advisor I - India

Overview

For 35 years, SVB Financial Group (NASDAQ SIVB) and its subsidiaries have helped innovative companies and their investors move ambitious ideas forward, fast. SVB Financial Group’s businesses, including Silicon Valley Bank, operate at the intersection of innovation and capital, and provide a comprehensive range of financial services including commercial banking, investment solutions, research and insights, funds management, private banking and wealth advisory. SVB helps high growth companies in the technology, life science and healthcare, private equity and venture capital, and premium wine industries navigate at every stage. In addition, the company focuses on encouraging positive relationships with firms within the private equity and venture capital community worldwide, many of which are also the firm's clients and may invest in the firm's corporate clients.

The CAS Resolution team in Bangalore is responsible for client data collection and/or review to comply with the Customer Due Diligence (CDD) policy and Customer Identification Program (CIP). Our focus is to assess requests, perform research, outreach and follow-up ensuring new and existing client information is validated and KYC requirements are met. We are committed to standardization, maintaining accurate client records and case resolution. We are a dynamic group looking to continuously seek improvement to the customer experience. Great team spirit, customer centricity and Continuous Improvement (CI) mindset are key elements needed to fit in the team.

Client Advisory Services (CAS) is hiring a full-time employee to support the bank’s KYC process and client data remediation project. This role is responsible for but not limited to the following

Responsibilities
• Proficiently use internal resources to ensure most current and accurate client data is reflected in source of records.
• Perform research within the SVB systems and work with the data remediation team to appropriately populate key data elements in source systems
• Communicate effectively with cross-functional business team partners and bank clients.
• Action requests effectively using good time management and resources.
• Serve at the forefront of our client’s experience for various KYC and data requests.
• Maintain assigned cases by documenting current status and updating case notes.
• Address quality issues in line with SVB policies and procedures.
• Successfully meet SLAs as required.
• Thoroughly understand and exhibit intelligent use of various system tools and procedures.
• Proactively highlight threats and compliance issues to the management in a timely manner.
• Provide support to clients and business partners consistent with role responsibility and bank’s policies and procedures.
• Work with willingness to learn, adapt and show flexibility, passionate about banking operations, KYC, Onboarding willing to work in the US Shift.
• Strong ability to research, cross check and document finite details accurately.
• Excellent organization skills and detail oriented.
• Display effective written and verbal communication skills with the ability to succinctly convey an issue and resulting outcome.
• Ability to work in a structured, high volume and time-sensitive environment.
• Highly adaptable and resilient, must be open to new ideas and willing to support fluid workflows.
• Be reliable and manage time effectively while driving responsibilities diligently.
• Handle requirements from all connected teams globally with utmost adherence to SVB values.
• Bachelor’s degree or other advanced degree preferred and at least 2-3 years of experience with banking experience including KYC. Read more