Client Case Representative

Jobtailor; Arizona; On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor is seeking a client service professional in the United States (Arizona) to resolve requests using backend systems and workflow tools. You will investigate issues, manage high case volumes, and collaborate with internal teams to ensure end-to-end processing with accuracy and ownership.

The role emphasizes initiative, accountability, and building knowledge of financial products while maintaining high service levels in a fast-paced environment.

Qualifications

• Minimum of 1 year of related experience (client service or financial services preferred)
• Bachelor’s degree or equivalent combination of education and experience
• Strong problem-solving, organizational, and communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Demonstrated ability to collaborate and balance stakeholder needs
• Proven initiative, accountability, and results-driven mindset
• Experience with workflow or case management systems preferred (e.g., BPM, CRaVE)
• Basic knowledge of financial services or willingness to learn

Responsibilities

• Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM, CRaVE)
• Investigate issues, perform research, and complete transactions with a high degree of accuracy
• Manage and prioritize a high volume of cases, ensuring work is completed within defined service levels
• Partner with internal teams to resolve issues and ensure smooth end-to-end processing
• Escalate complex or high-risk items appropriately while maintaining ownership of outcomes
• Maintain accurate documentation and updates within internal systems
• Balance multiple workflows and competing priorities in a fast-paced environment
• Take initiative to identify and resolve issues, driving timely results
• Maintain a strong client focus by ensuring quality, accuracy, and efficiency in all work performed
• Identify opportunities to improve processes and reduce operational friction
• Build foundational knowledge of financial products, services, and internal systems

Skills

Problem-solving

Organizational skills

Communication

Multitasking

Collaboration

Accountability

Results-driven

Initiative

Education

Bachelor’s degree or equivalent

Tools

BPM

CRaVE

Job description

• Process and resolve client-related requests through backend systems and workflow tools (e.g., BPM, CRaVE)
• Investigate issues, perform research, and complete transactions with a high degree of accuracy
• Manage and prioritize a high volume of cases, ensuring work is completed within defined service levels
• Partner with internal teams to resolve issues and ensure smooth end-to-end processing
• Escalate complex or high-risk items appropriately while maintaining ownership of outcomes
• Maintain accurate documentation and updates within internal systems
• Balance multiple workflows and competing priorities in a fast-paced environment
• Take initiative to identify and resolve issues, driving timely results
• Maintain a strong client focus by ensuring quality, accuracy, and efficiency in all work performed
• Identify opportunities to improve processes and reduce operational friction
• Build foundational knowledge of financial products, services, and internal systems

Requirements

• Minimum of 1 year of related experience (client service or financial services preferred)
• Bachelor’s degree or equivalent combination of education and experience
• Strong problem-solving, organizational, and communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Demonstrated ability to collaborate and balance stakeholder needs
• Proven initiative, accountability, and results-driven mindset
• Experience with workflow or case management systems preferred (e.g., BPM, CRaVE)
• Basic knowledge of financial services or willingness to learn