Client Services Representative

Tailored Management; Chandler (AZ); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player is seeking a dedicated Client Services Representative to join their Wealth Management division. This role offers the opportunity to support High Net Worth Clients by managing credit products and facilitating online banking navigation. The ideal candidate will thrive in a fast-paced environment, demonstrating exceptional communication and multitasking skills. With a focus on client satisfaction and professional growth, this position promises a supportive training environment and ample opportunities for advancement. If you are passionate about customer service and looking to make a meaningful impact in the financial sector, this is the perfect role for you.

Benefits

Medical Insurance

Vision Insurance

Qualifications

• Minimum 2 years of customer service experience required.
• Strong communication skills and ability to multitask effectively.

Responsibilities

• Support High Net Worth Clients in Wealth Management division.
• Handle client requests related to credit products and banking.

Skills

Customer Service Experience

Multitasking

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Strong Communication Skills

Conflict Resolution

Self-Motivated

Tools

Microsoft Office Suite

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Tailored Management

Recruiting Consultant at Tailored Management

Our client is a multinational investment bank and financial services holding company headquartered in New York City with plenty of growth opportunity and fantastic training. See below for their latest need!

Client Services Representative – Wealth Management (Credit Services)

Location: 2565 W Chandler Blvd., Chandler, AZ 85224

Pay Rate: $21.00/hr

Department: Wealth Management Client Services (Card Division)

Training Hours – Monday through Friday 9:30am -6pm EST– Will follow schedule selected at offer time, once training is completed

Shift: 1. Tuesday – Saturday 11:30am – 8:00pm EST

MUST be able to work in a virtual setting on site during training.

Job Overview:

Our client is seeking experienced Client Services Representatives to support their High Net Worth Clients in the Wealth Management division, specifically focusing on credit products and online banking navigation. This role involves handling client requests related to:

• Credit card payments
• Rewards redemption
• Detailed documentation of client concerns

Required Skills & Experience:

• Minimum 2 years of customer service experience
• Proficient multitasking: navigating multiple systems while actively engaging clients
• Proficiency in Microsoft Outlook, Word, and PowerPoint
• Strong communication skills with excellent grammar
• Ability to work effectively under pressure in a high-volume, fast-paced environment
• Skilled in conflict resolution and de-escalation with a client-first attitude
• Self-motivated, positive attitude, and open to coaching and development
• Responsible handling of confidential and sensitive client information
• Professional demeanor and ambition to grow within the organization

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Finance

• Industries

  Banking

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Inferred from the description for this job

Medical insurance

Vision insurance

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