Client Support Specialist — Financial Products

SWBC Mexico; Monterrey; On-site; MXN 279,000 - 390,600; Full time

Job summary

SWBC Mexico is seeking a Customer Service Representative to provide internal and external support, handle complex inquiries, and manage service lines. You will play a critical role in assisting customers with Auto Pilot products and ensuring high-quality service.

The ideal candidate should have 2-3 years of experience in customer service, preferably in financial institutions. Additional skills in MS Word and Excel are essential, along with excellent communication skills.

Qualifications

• Minimum of 2-3 years in client support, high-level customer service, or in a financial institution.
• Able to maintain professionalism under stress.
• Experience in handling service calls and inquiries.

Responsibilities

• Provide support to financial institutions on escalated issues.
• Handle support lines and assist with procedures and problem resolutions.
• Perform time-sensitive ECM reconciliation.

Skills

Excellent interpersonal skills

Organizational skills

Communication skills

Telephone etiquette

MS Word proficiency

MS Excel proficiency

Ability to work under stress

Education

Some college preferred or equivalent work experience

Tools

Personal computers

Job description

SWBC Mexico is seeking a Customer Service Representative to provide internal and external support, handle complex inquiries, and manage service lines. You will play a critical role in assisting customers with Auto Pilot products and ensuring high-quality service.

The ideal candidate should have 2-3 years of experience in customer service, preferably in financial institutions. Additional skills in MS Word and Excel are essential, along with excellent communication skills.