Client Service Advisor - Client Due Diligence

Silicon Valley Bank


Job Description

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 30+ 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.
As a Client Service Advisor, you bring excellent oral, written communication skills, and may develop content that showcases your presentation skills with clients and internal business partners. You will serve at the forefront of our client’s experience as it relates to Know Your Customer (KYC) and Client Due Diligence (CDD). You will work seamlessly with KYC, operations, and relationship teams to resolve and meet all Client Due Diligence requirements through inbound call and email channels.
Setting client expectations and delivering consistent follow up with clients is a critical deliverable in this role. You will utilize your problem-solving skills to handle client issues with diplomacy, tact and efficiency.
Our team coaches colleagues in terms of client interaction and training to best practices. We play a major role in mitigating firm and client risk; as a result, you will use effective research skills while managing the client experience and internal partner expectations. CSA's share joint accountability with one’s direct manager for goal development, training initiatives, and partner feedback.


We are looking for colleagues who are passionate for client service with a demonstrated capability to manage telephone and email client interaction.
  • Setting client expectations, identifying risk, mitigating operational/servicing issues, and following through with our client are critical for this role.
  • Proficiency in Microsoft products (CRM, Outlook), database applications, workflow platforms and/or analytics tools, is a plus.
  • Knowledge of bank, retirement, or investment products is preferred.
  • Excellent verbal and written communication skills with the ability to succinctly convey an issue and resulting outcome to clients and internal business partners is a key requirement.
  • Essential to team success:  a willingness to share credit for wins and successes with ones’ teammates.
  • Strong familiarity with KYC, EDD, or CDD is preferred.
  • Bachelor's degree is preferred.
  • We have a training and certification program for continued growth specific to bank products and services.

Primary Location

United States-Arizona-Tempe

Work Locations

Phoenix - Hayden Hayden Ferry Lakeside I 80 E Rio Salado Parkway, Suite 600 Tempe 85281


Client Services Full-time

Job Posting

Apr 11, 2018, 6:14:20 PM

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Confirmed 23 hours ago. Posted 30+ days ago.

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