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Client Services Representative
2 months ago
*3+ month contract with our large financial services client
We are currently looking for Customer Service Representative within our Banking Operations team. As a Customer Service Representative in Banking Operations, under direct supervision you will assist in the timely and accurate handling of all account holder related inquires and needs. As a contact center with our large client, the Investor Services Team takes inbound calls from Retained Asset and Corporate Liquidity clients.
Major Duties:
Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information.
Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database.
Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level.
Provide accurate transactional information to clients to avoid creating any loss situations for the Unit.
Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors.
Responsible for identifying customer needs, clarify information, research issues and provide solutions and/or alternatives.
Works effectively as a team member but also independently.
Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function.
Experience Level: Entry - Mid
Qualifications:
A College or University degree not required
Must have experience in comparable industry and/or call center setting or customer support role is preferred.
Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACHs wire transfers.
Strong phone, verbal and written communication skills required.
Strong active listening and interpersonal skills needed with aptitude to handle irate/challenging callers with minimal assistance.
Highly flexible and adaptable to change; able to adapt to a fast pace environment to different personality types and able to learn quickly.
Multi-tasking skills; self-motivated with ability to set priorities and manage time effectively.
Computer literacy is required with the ability to navigate several different applications/systems simultaneously.
Strong teamwork capabilities.
