Financial Services Representative

Job Description

Client Services Representative

Pay Rate - $27.50/hr.

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

Local candidates only to St. Petersburg, FL. Hybrid role onsite 3 days per week and WFH 2 days per week. Wednesdays and either Monday or Friday are mandatory, the third day may be chosen by the new hire.

Laptop provided

Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch (must be in seat & logged in at 9 AM )

Attendance Policy- No more than 2 tardies and/or unexcused absences within a 30 day period.

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 of bank branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc.

These 2 Client Service Reps 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.

The typical call volume per Client Service Rep 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.

Training will last 1-2 weeks. The CSRs will practice doing mock calls with other associates. The Client Services team does not read off scripts while on the phone. Instead, they will have access to a SharePoint site which houses 'go-to' guides on how to handle various customer scenarios. Performance Monitoring Management will randomly listen in on calls in order to evaluate performance. They will primarily be measuring call quality, compliance (ensuring all of the necessary steps were taken i.e. verifying the caller's identify before proceeding, etc.), documentation / accuracy, call time, etc. The manager stated that their department focuses more on quality rather than quantity.

Job Duties:

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• Responsible for answering inbound calls from clients, while providing exceptional customer service
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• Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.
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• Document call activity using bank client's proprietary system (they will be expected to document while on the phone with the customer)
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• Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
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• Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices
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• Coordinates problem resolution with appropriate departments
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• Informs customers of standard procedures or resolution of problem
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• Follows up, either verbally or in writing, to ensure customer satisfaction
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• Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies
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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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