Client Services Specialist – Financial Services

Bridgeway West Partners; San Francisco (CA); Presencial; USD 40.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement plans

Professional development opportunities

Descripción de la vacante

Bridgeway West Partners in San Francisco, CA is hiring a Customer Service Rep in a FULL_TIME role. The position offers a salary range of $40,000 - $52,379 and is available until 2026-11-23.

You will handle client inquiries, resolve issues, maintain records, and deliver exceptional service across channels. Join a collaborative team environment in San Francisco where strong communication and problem-solving are valued and professional growth is encouraged.

Formación

• High school diploma or equivalent.
• 1-2 years of customer service experience.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office, especially Excel and Outlook.
• Familiarity with financial services terminology is a plus.

Responsabilidades

• Answering client inquiries and resolving their concerns promptly and effectively.
• Processing client transactions and ensuring accurate record-keeping.
• Assisting with client onboarding and maintaining up-to-date client information.
• Providing exceptional customer service through various communication channels, including phone, email, and in-person interactions.
• Collaborating with internal teams to address client needs and raise issues as necessary.
• Maintaining confidentiality and adhering to data protection policies.
• Contributing to the development and implementation of customer service best practices.
• Participating in team meetings and training sessions to stay updated on company policies and procedures.

Conocimientos

Customer service

Communication

Problem solving

Microsoft Office

English proficiency

Educación

High school diploma or equivalent

Herramientas

Excel

Outlook

Descripción del empleo

Bridgeway West Partners in San Francisco, CA is hiring a Customer Service Rep in a FULL_TIME role. The position offers a salary range of $40,000 - $52,379 and is available until 2026-11-23.

You will handle client inquiries, resolve issues, maintain records, and deliver exceptional service across channels. Join a collaborative team environment in San Francisco where strong communication and problem-solving are valued and professional growth is encouraged.