Inbound Customer Service Representatives

Job Description

Job Description

Client Services Representative – Client Portal Support

Location: Bethlehem, PA (Hybrid)
Schedule: 40 hours per week | 3 Days Onsite, 2 Days Remote

This position follows a hybrid schedule with three days per week onsite at our Bethlehem, PA office.

Typical working hours are:

• Monday – Thursday: 9:00 AM – 5:30 PM EST
• Friday: 8:30 AM – 5:00 PM EST

Position Overview

We are seeking a motivated and customer-focused Client Services Representative to join our growing team. In this role, you will serve as the first point of contact for clients using our new Client Portal, providing support, guidance, and troubleshooting assistance to ensure a positive user experience.

This is an excellent opportunity for individuals early in their careers who enjoy helping others, have strong communication skills, and are interested in learning more about financial services and wealth management. Prior industry experience is not required.

Qualifications

• Strong verbal and written communication skills
• Excellent customer service and problem-solving abilities
• Comfortable learning new technology platforms and systems
• Detail-oriented with strong organizational skills
• Ability to work effectively in a fast-paced, team-oriented environment
• Previous customer service, call center, retail, hospitality, or client-facing experience is a plus
• Interest in financial services or wealth management is preferred but not required