Client Services Representative (Need Local to St Pete, FL)

Noblesoft Solutions, Inc.; Saint Petersburg (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Noblesoft Solutions, Inc. is seeking a customer service specialist in Saint Petersburg, FL to handle inbound calls and provide excellent support. You will resolve routine account issues, update information, and document interactions in real-time using the bank's systems.

The role requires typing while on the call, strong communication skills, and the ability to navigate multiple software tools and screens. Banking knowledge is a plus but not mandatory.

Qualifications

• 2-3 years of customer service experience, ideally from a call center.
• typing while on the phone (40 WPM).
• Proficient with Microsoft Word, Outlook, and basic Excel.
• Excellent verbal and written communication, including grammar and spelling.
• Banking/financial services experience preferred but not required.

Responsibilities

• Answer inbound calls from clients and provide exceptional customer service.
• Resolve general inquiries such as username/password resets, address changes, and phone number updates.
• Document call activity using the bank's proprietary system while on the call.
• Respond to inquiries or complaints about products or services.
• Research requests by reviewing policies and procedures to obtain needed information.
• Coordinate problem resolution with appropriate departments.
• Inform customers of standard procedures and resolutions.
• Follow up to ensure customer satisfaction and adherence to policies.

Skills

2-3 years customer service

Typing 40 WPM

Call center experience

Multitasking across systems

Dual monitors

Microsoft Word

Outlook

Excel (basic)

Strong verbal & written communication

Banking/financial services experience-

Tools

Microsoft Word

Outlook

Excel

Job description

Note: Work Schedule 9 AM ET- 6 PM ET with 1 hour lunch (must be in their seat logged in at 9 AM) Attendance Policy- No more than 2 tardies and/or unexcused absences within a 30 day period.

Technical Skills:

• Must possess 2-3 years of recent customer service experience, ideally from a call center.
• Must be able to type while on the phone.
• Ability to navigate numerous systems simultaneously
• 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, including proper grammar and spelling
• Experience within the banking or financial services industry is preferred but not required

Responsibilities

• Responsible for answering inbound calls from clients, while providing exceptional customer service
• Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.
• Document call activity using Raymond James' proprietary system (they will be expected to document while on the phone with the customer)
• Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
• Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices
• Coordinates problem resolution with appropriate departments
• Informs customers of standard procedures or resolution of problem
• Follows up, either verbally or in writing, to ensure customer satisfaction
• Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies