Client Service Representative

Client Services - Client Service Representative

We are seeking a Client Service Representative for our Banking Operations team. In this role, you will assist in the timely and accurate handling of all account holder related inquiries. This position involves taking inbound calls from Retained Asset and Corporate Liquidity clients within a contact center environment.

Key Responsibilities

• Manage inbound and outbound calls in a timely manner, providing quality service.
• Log all client inquiries received via phone, email, or fax with detailed descriptions on the CRM database.
• Maintain system access and knowledge for each program and attend educational seminars.
• Provide accurate transactional information to clients.
• Perform functional transaction processing such as ACH transfers, stop payments, and wires accurately.
• Identify customer needs, clarify information, research issues, and provide solutions.
• Work effectively as a team member and independently.
• Demonstrate knowledge of core job aspects and develop a basic understanding of the business function.

Required Qualifications

Experience: A minimum of 1+ years of experience within a bank, financial institution, or financial services organization is required. A minimum of 2+ years of experience in a high volume call center is required.

Technical Skills: Familiarity with CRM systems and practices, and banking terminology such as investments, redemptions, ACHs, and wire transfers is needed. Familiarity with Microsoft 365 tools such as Outlook and Teams is also required. Computer literacy with the ability to navigate several different applications/systems simultaneously is necessary.

Professional Skills: This role requires strong phone, verbal, and written communication skills. Strong active listening and interpersonal skills are needed, with an aptitude to handle challenging callers. The position requires flexibility and adaptability to change in a fast-paced environment. Multi-tasking skills, self-motivation with the ability to set priorities, and effective time management are essential. Strong teamwork capabilities are also required.

Work Environment

This is a fully onsite role, requiring five days a week in the office.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.