Client Service Representative

Dexian; Chicago (IL); On-site; USD 42,000 - 55,000; Full time

Job summary

Dexian seeks a Client Service Representative to join our Banking Operations team. You will handle inquiries for account holders, log transactions in CRM, and provide accurate transactional information to prevent losses.

The role requires strong communication, multitasking, and the ability to work in a fast-paced environment. Ideal candidates have 1+ year in banking or financial services and 2+ years in a high-volume call center, with familiarity in ACHs and wire transfers.

Qualifications

• 1+ years in a bank/financial services environment.
• 2+ years in a high-volume call center.
• Familiarity with banking terminology (investments, redemptions, ACHs, wire transfers).
• Proficiency with MS 365 tools (Outlook, Teams).
• Strong communication (phone, verbal, written).
• Active listening and interpersonal skills.
• Avid adaptability to change and fast-paced environments.
• Strong multitasking and time management.
• Teamwork and collaboration skills.

Responsibilities

• Handle a high volume of inbound and outbound calls with quality service.
• Log client inquiries (phone, email, fax) with detailed descriptions in CRM.
• Maintain system access and knowledge; attend training seminars.
• Provide clients with precise transactional information to prevent losses.
• Perform ACH transfers, stop payments, wire transfers, and account maintenance.
• Identify client needs, conduct research, and offer solutions.
• Work well both in a team and independently.
• Develop a foundational understanding of core job aspects.

Skills

Verbal communication

Written communication

Active listening

Interpersonal skills

Multitasking

Time management

Teamwork

Adaptability

Customer service

Problem solving

Tools

CRM systems

Outlook

Microsoft Teams

Microsoft 365

Job description

We are currently seeking a Client Service Representative to join our Banking Operations team. In this role, under direct supervision, you will assist in the prompt and precise handling of all inquiries and needs related to account holders. As part of our contact center within a financial services organization, the Client Service Team responds to inbound calls from clients managing Retained Assets and Corporate Liquidity.

Key Responsibilities

• Manage a high volume of inbound and outbound calls efficiently, providing quality service through effective communication and accurate information.
• Log all client inquiries received via phone, email, or fax, including detailed descriptions of issues or problems, research, and actions taken for resolution in the CRM database.
• Maintain and update system access and knowledge on relevant programs, regularly attending training seminars to enhance knowledge and performance.
• Provide clients with precise transactional information to prevent any financial loss for the unit.
• Perform transaction processing functions such as ACH transfers, stop payments, wire transfers, and general account maintenance accurately and without errors.
• Identify client needs, clarify information, conduct research on issues, and offer solutions or alternatives.
• Work effectively both as part of a team and independently.
• Develop a foundational understanding of core job aspects and basic business functions.

Required Qualifications

• Minimum of 1+ years' experience in a bank, financial institution, or financial services organization.
• At least 2+ years' experience in a high-volume call center environment.
• Familiarity with customer relationship management systems and banking terminology including investments, redemptions, ACHs, and wire transfers.
• Proficiency with MS 365 tools such as Outlook and Teams.
• Strong communication skills (phone, verbal, and written).
• Active listening and interpersonal skills, with the ability to manage challenging calls independently.
• Highly adaptable to change and fast-paced environments.
• Strong multi-tasking skills and self-motivation, with the ability to prioritize and manage time effectively.
• Computer literacy and the ability to navigate multiple applications and systems simultaneously.
• Demonstrated teamwork and collaborative skills.

Preferred Qualifications

• Experience working in a fast-paced customer service setting.
• Familiarity with internal governance processes and structured enterprise problem-solving methodologies within financial operations.
  

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.