Client Service Representative II

3 days ago


Westborough, Massachusetts, United States Insight Global Full time
Client Service Representative II

Insight Global is seeking a skilled Client Service Representative II to support our international banking partner. The ideal candidate will be responsible for taking financially focused trade calls for multiple management companies, providing quality customer service and support, and executing correspondent requisites in a timely and accurate manner.

Key Responsibilities:
  • Provide quality customer service and support to customers on a daily basis, including phone interaction, problem resolution, and account transaction processing.
  • Execute all correspondent requisites in a timely and accurate manner, with an understanding of the underlying business and specific customer needs.
  • Provide product knowledge and technical assistance as necessary.
  • Respond to customer inquiries and investigate and correct errors in customer accounts and statements.
  • Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
Requirements:
  • High school diploma or GED
  • 1-2 years of inbound call-centric customer or client services experience
  • Excellent written and verbal communication skills
  • Ability to efficiently follow processes and problem solve in real time
  • Extremely reliable and consistent
Benefits:

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.



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