Medical Customer Service Representative
$25 - $26 per hourCollabera
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Days Left: 22 days, 4 hours left Apply Detailed Job Description: Title : Medical Client Service Representative Location : Stanford, CA Duration : 03 Month + Conversion or extension based on performance Pay Rate :$25-$26/hr Position Overview:
- As a Client Service Representative within Custody Solutions, you will serve as the frontline ambassador for our digital-forward custody platform.
- This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth.
- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from firms and their end clients.
Required Skills and Experience - Education: Associates degree required.
- Experience: 1-3 years in financial services, with a proven track record in high-touch client service or fast-paced operational environments.
- Communication: Exceptional ability to translate complex financial concepts into clear, professional, and concise verbal and written communication.
- Technical Proficiency: Strong knowledge , MS Office Suite (Excel/Word), and the ability to troubleshoot our custodial products for clients.
- Resilience & Detail: High attention to detail with the ability to remain calm and effective in a deadline-driven, high-call-volume, and strictly regulated compliance environment.
- Relationship Building: Demonstrated skill in building rapport quickly, identifying latent client needs, and educating advisors on suite of services.
- Mindset: A self-motivated team player who shows initiative through participation in firm-wide groups and thrives in an autonomous yet collaborative setting.
- csr
- customer support
- Recruiter
- Phone
- Samrudhi Subnis
- View email address on click.appcast.io
- View phone number on click.appcast.io
Vacancy posted 3 days ago
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