Client Services - Client Service Representative

Spectraforce Technologies, Inc.; Chicago (IL); On-site; USD 25,000 - 33,000; Full time

Job summary

Spectraforce Technologies, Inc. is seeking a Client Service Representative for our Banking Operations team. This fully onsite role supports account holder inquiries and ensures timely, accurate servicing via calls, emails, and other channels in a fast-paced environment.

The position requires 1+ year in banking/financial services and 2+ years in a high-volume call center, with bilingual Spanish preferred. Training lasts 2–3 weeks; 40 hours/week with alternating shifts in Tempe or Chicago.

Qualifications

• A banking/financial services background is preferred but not required.
• 1+ years of experience in banking, financial services, or a similar role are required.
• 2+ years of high-volume call center experience is required.
• Familiarity with CRM systems and banking terminology (investments, redemptions, ACHs, wire transfers).
• Familiarity with Microsoft 365 tools such as Outlook and Teams.
• Strong phone, verbal and written communication skills.
• Excellent active listening and interpersonal abilities; able to handle challenging callers.
• Flexible, adaptable to a fast-paced environment, and capable of multitasking.
• Team-oriented and able to work independently.
• Bilingual candidates preferred (Spanish).

Responsibilities

• Handle large volumes of inbound and outbound calls with professional customer service.
• Log inquiries via phone, email, or fax with detailed issue descriptions in the CRM.
• Maintain system access and knowledge for assigned programs; participate in ongoing training.
• Provide accurate transactional information and prevent loss opportunities for the unit.
• Process transactions (ACH transfers, stop payments, wires) accurately and without errors.
• Identify customer needs, clarify information, research issues, and offer solutions or alternatives.
• Collaborate effectively with teammates while also performing independently.
• Develop core job knowledge and broaden understanding of the business function.

Skills

Customer service

Call center

Verbal communication

Written communication

Multitasking

Teamwork

Bilingual Spanish

Tools

CRM systems

Microsoft 365 (Outlook/Teams)

Job description

Job Title: Client Service Representative

Location: Tempe AZ / Chicago IL (Onsite)

Duration: 7 months Assignment

Shift/Hours: Tempe [9:30a-6pm] or Chicago [7:30a-4pm ], 40hours/week

Work Model: This is a fully onsite role, five days a week in office.

Training Period: 2-3 weeks

Interview Process: 1 Round - 30 minutes

Notes: Call Center role, Bilingual preferred, must have basic fundamental banking knowledge, and contact center experience.

Summary

• We are currently looking for Customer Service Representative within our Banking Operations team.
• As a Customer Service Representative in Banking Operations, under direct supervision you will assist in the timely and accurate handling of all account holder related inquires and needs.
• As a contact center within client, the Investor Services Team takes inbound calls from our Retained Asset and Corporate Liquidity clients.

Major Duties

• Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information.
• Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database.
• Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level.
• Provide accurate transactional information to clients to avoid creating any loss situations for the Unit.
• Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors.
• Responsible for identifying customer needs, clarify information, research issues and provide solutions and/or alternatives.
• Works effectively as a team member but also independently.
• Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function.

Qualifications:

• A College degree is not required.
• Minimum of 1+ years of experience within a bank, financial institution, or financial services organization required.
• Minimum of 2+ years of experience in a high volume call center required.
• Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACHs, wire transfers.
• Familiarity with Microsoft 365 tools such as Outlook and Teams.
• Strong phone, verbal and written communication skills required.
• Strong active listening and interpersonal skills needed with aptitude to handle challenging callers with minimal assistance.
• Highly flexible and adaptable to change; able to adapt to a fast pace environment to different personality types and able to learn quickly.
• Multi-tasking skills; self-motivated with ability to set priorities and manage time effectively.
• Computer literacy is required with the ability to navigate several different applications/systems simultaneously.
• Strong teamwork capabilities.
• Bilingual candidates preferred (Spanish).