Client Services Representative

TEKsystems; Chicago (IL); Sur place; USD 28 000 - 36 000; Plein temps

Avantages offerts par ce poste

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability coverage

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off/Leave (PTO, Vacation or Sick)

Résumé du poste

TEKsystems in Chicago, IL is seeking a Customer Service Representative in Banking Operations to handle account holder inquiries with accuracy and courtesy. You will log inquiries in the CRM, respond to phone, email, or fax, and provide solutions while maintaining up-to-date product knowledge.

As part of a fast-paced investor services team, you will perform transactional processing (ACH, stop payments, wires) and work both independently and as a team member to ensure client satisfaction and risk

Qualifications

• 1+ years in banking or financial services is required.
• 2+ years in a high-volume call center is required.
• Familiarity with CRM systems and banking terminology.
• Proficient in Microsoft 365 (Outlook/Teams).
• Excellent verbal and written communication and active listening.

Responsabilités

• Handle large volumes of inbound/outbound calls with quality service.
• Log inquiries in CRM with detailed issue descriptions and actions.
• Maintain system access and product knowledge through training.
• Provide accurate transactional information to clients to prevent losses.
• Process ACH transfers, stop payments, wires, and general maintenance.
• Identify customer needs, research issues, and propose solutions.
• Work well in a team and independently.
• Develop understanding of core banking operations.

Connaissances

Customer service

Call center experience

Communication skills

Time management

Teamwork

Adaptability

Outils

CRM systems

Microsoft 365

Description du poste

Description

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 inquiries and needs. 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.

Skills & Qualifications

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.

Job Type & Location

This is a Contract position based out of Chicago, IL.

Pay and Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Application Deadline

This position is anticipated to close on Oct 30, 2026.

Workplace Type

This is a fully onsite position in Chicago,IL.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance:

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI):

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.