Client Services Representative role in Pittsburg, PA

Noblesoft Solutions, Inc.; Pittsburgh (Allegheny County); On-site; USD 34,000 - 45,000; Full time

Job summary

Noblesoft Solutions, Inc. is seeking a customer service professional to handle inbound client calls in a banking context. You will resolve account inquiries, document interactions in the bank's system, and coordinate resolutions with multiple departments to ensure satisfaction.

This role requires excellent communication, ability to type while speaking, and comfort using multiple systems and dual monitors. Banking experience is a plus, but not mandatory.

Qualifications

• Must possess 2–3 years of recent customer service experience from a call center preferred.
• 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 banking or financial services is preferred but not required.

Responsibilities

• Answer inbound calls from clients, providing exceptional customer service.
• Resolve general inquiries such as username/password resets, address changes, phone number changes, etc.
• Document call activity using the bank's proprietary system while on the phone with the customer.
• Respond to inquiries or complaints concerning the bank's products or services.
• Review and research requests or problems using policies, procedures or practices.
• Coordinate problem resolution with appropriate departments.
• Inform customers of standard procedures or resolution of problems.
• Follow up to ensure customer satisfaction and adherence to company policies.

Skills

Customer service experience

Phone typing

Multitasking across systems

Dual monitors

Microsoft Word/Outlook/Excel

Typing 40 WPM

Verbal and written communication

Banking/financial services knowledge (

Job description

• 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