Client Services Representative (Financial Services)

Revolution Technologies; Saint Petersburg (FL); Hybrid; USD 38,000 - 46,000; Full time

Benefits offered by this job

Laptop provided

Job summary

Revolution Technologies in Saint Petersburg, FL, seeks a Hybrid Client Services Representative to support the team in a 9 AM–6 PM schedule. The role blends on-site presence with remote work, three days in the office and two days from home.

The position handles basic inquiries, updates addresses and contact details, and serves as the main contact for clients and internal teams. Expect 50–60 calls daily, rising during tax season.

Qualifications

• Minimum of a High School Diploma or equivalent.
• 2–3 years of recent customer service experience, ideally from a call center.
• Must be able to type while on the phone (≈40 WPM).
• Experience navigating multiple systems simultaneously.
• Proficient with Word, Outlook, and basic Excel.
• Excellent verbal and written communication skills.
• Banking/financial services experience preferred but not required.

Responsibilities

• Handle basic customer inquiries (e.g., username/password resets).
• Update home address or phone number for clients.
• Serve as the main point of contact for internal and external clients.
• Manage call volume; typically 50–60 calls per day, up to 80 during tax season.

Skills

Customer service

Typing 40 WPM

Phone skills

Multitasking

Microsoft Word

Outlook

Basic Excel

Written communication

Verbal communication

Banking/financial services exp

Call center experience

Education

High School Diploma or equivalent

Tools

Dual monitors

Job description

Hybrid role onsite 3 days per week and WFH 2 days per week.

Wednesdays and either Monday or Friday are mandatory, the third day may be chosen by the new hire.

Strictly temporary for now but opportunity for extension or conversion may occur (not guaranteed)

Laptop provided

Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch.

The Client Services Representative will be responsible for supporting the Client Services team. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists branch associates, Financial Advisors, or the clients of Financial Advisors.

Client Service Representative will be responsible for handling basic customer inquiries, such as: a client forgot their username or password, client needs to update their home address or phone number, etc.

The typical call volume is roughly 50-60 calls per day. However, call volume will increase during tax season and the associates may receive up to 80 calls per day.

SKILLS

• Must possess 2-3 years of recent customer service experience, ideally from a call center.
• Must have the ability to type and be on the phone at the same time.
• Ability to navigate through numerous systems at once
• Experience using dual monitors
• Proficient user with Microsoft Word, Outlook, and basic Excel
• Ability to type at least 40 WPM
• Exceptional customer service skills; easy to understand
• Excellent verbal and written communication skills; ability to use proper grammar and spelling
• Experience within the banking or financial services industry is preferred but not required

EDUCATION

• Minimum of a High School Diploma or equivalent