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2 months ago
- Provide exceptional customer service and support to clients on a daily basis, including phone interaction, problem resolution, and account transaction processing in a timely manner.
- Execute all correspondent requisites in a timely and accurate manner, demonstrating a deep understanding of the underlying business and specific client needs.
- Offer product knowledge and technical assistance as necessary, ensuring clients receive comprehensive support.
- Respond to client inquiries in a prompt and professional manner.
- Investigate and correct errors in client accounts and statements, maintaining accuracy and attention to detail.
- Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
- Enter information into a computerized database, ensuring data accuracy and integrity.
- High School diploma or equivalent required.
- 1-2 years of customer service experience, preferably in a financial or trade-related field.
- Proficient in MS Office and able to learn new software applications quickly.
- Excellent written and verbal communication skills, with the ability to effectively interact with clients and colleagues.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
- Proven track record of great attendance and reliability, with a strong commitment to meeting deadlines.
- High-speed internet access (not a hot spot) required for remote work.
- Associate's degree or higher in a related field, such as business or finance.
- Excel skills and experience with financial software applications.
Insight Global is seeking a skilled Client Service Representative II to support our international fortune 500 banking partner in their Client Processing team. The successful candidate will be primarily responsible for taking financially focused trade calls for multiple management companies, providing elite customer service, educational support, and creating a culture of breeding leaders, inspiring innovative thinking, and developing successful career paths.
", "How to Be Successful": "How to Be SuccessfulUnder direct supervision, the CSR II will perform less complex operational tasks in a product or functional area, including account maintenance, processing multiple stock market trades, and servicing all types of financial-related operational inquiries. The CSR II should possess a high standard of problem-solving skills, an open attitude to push the boundaries on their comfort zone to learn, and a willingness to expand their knowledge by learning and development over time.
", "Work Environment": "Work EnvironmentThe CSR II will work in a hybrid environment, with a mix of in-office and remote work. The successful candidate will have the opportunity to learn and develop their skills through training on location or through the Microsoft Teams application.
", "What We Offer": "What We OfferInsight Global offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to creating a culture of innovation, collaboration, and excellence, and we are seeking a talented and motivated individual to join our team.
", "Equal Employment Opportunity": "Equal Employment OpportunityInsight Global is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment, where all employees feel valued and empowered to contribute their best work.
", "Contact Information": "Contact InformationPlease submit your application, including your resume and cover letter, to [insert contact information].
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