Client Service Representative
2 weeks ago
Insight Global is seeking a skilled Client Service Representative II to support our international fortune 500 banking partner in their Client Processing team.
The ideal candidate will be primarily responsible for taking financially focused trade calls for multiple management companies, providing elite, quality customer service, and educational support to customers on a daily basis.
This role requires a sharp focus on superior phone interaction techniques, accurate account transaction processing in a time-sensitive manner, and detailed problem resolution.
The successful candidate will be a team player who can multi-task and educate callers with accurate information, creating a culture of breeding leaders, inspiring innovative thinking, and developing successful career paths.
Key Responsibilities:
- Take financially focused trade calls for multiple management companies
- Provide elite, quality customer service and educational support to customers
- Process account transactions accurately and efficiently
- Resolve customer issues in a timely and professional manner
Requirements:
- High School diploma or GED
- 1-2 years of inbound call center experience in financial services or banking
- Proficient in MS Office
- Excellent written and verbal communication skills
- Ability to efficiently follow processes and problem solve in real time
- Extremely reliable and consistent
- Proven track record of great attendance
- High-speed internet (NOT a hot spot)
Preferred Qualifications:
- Associate College degree or higher
- Excel skills
About Insight Global:
Insight Global is a leading provider of staffing solutions for the financial services industry. We are committed to delivering exceptional service and support to our clients and candidates.
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