Client Services Representative (Financial Services)

Job Description

Hybrid role onsite 3 days per week and WFH 2 days per week.

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Wednesdays and either Monday or Friday are mandatory, the third day may be chosen by the new hire.

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Strictly temporary for now but opportunity for extension or conversion may occur (not guaranteed)

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Laptop provided

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Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch.

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The Client Services Representative will be responsible for supporting the Client Services team. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists branch associates, Financial Advisors, or the clients of Financial Advisors.

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Client Service Representative will be responsible for handling basic customer inquiries, such as: a client forgot their username or password, client needs to update their home address or phone number, etc.

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The typical call volume is roughly 50-60 calls per day. However, call volume will increase during tax season and the associates may receive up to 80 calls per day.

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SKILLS

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• Must possess 2-3 years of recent customer service experience, ideally from a call center.
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• Must have the ability to type and be on the phone at the same time.
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• Ability to navigate through numerous systems at once
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• Experience using dual monitors
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• Proficient user with Microsoft Word, Outlook, and basic Excel
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• Ability to type at least 40 WPM
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• Exceptional customer service skills; easy to understand
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• Excellent verbal and written communication skills; ability to use proper grammar and spelling
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• Experience within the banking or financial services industry is preferred but not required
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EDUCATION

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• Minimum of a High School Diploma or equivalent
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