Client Service Representative

4 weeks ago

Chicago, United States KellyMitchell Group Full time

Job Summary:

Our client is seeking a Client Service Representative to join their team This position is located in Chicago, Illinois.

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
  • Perform functional transaction processing accurately and without any monetary errors
  • Responsible for identifying customer needs, clarify information, research issues, and provide solutions and/or alternatives
  • Work 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

Desired Skills/Experience:

  • High School Diploma or GED
  • 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 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
  • Strong teamwork capabilities

Benefits:

  • Medical, Dental, & Vision Insurance Plans
  • 401K offered

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