Customer Service (Frederick, MD)

Bellwether Staffing

Frederick (MD)

Hybrid

USD 28,000 - 32,000

Full time

14 days+

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Job summary

Bellwether Staffing in Frederick, MD seeks a temporary Customer Service / Client Services Specialist for a hybrid role in our corporate office. The 5–6 month assignment may convert to permanent based on performance.

You will support clients, handle calls and emails, and perform administrative tasks while delivering prompt, accurate service in the financial services sector. Requirements: high school diploma or equivalent, 2+ years in customer service/administrative roles, excellent written and

Qualifications

  • 2+ years in a customer service/administrative role
  • Exceptional oral and written communication
  • Proficiency with Microsoft Office products
  • Experience with financial services knowledge is a plus

Responsibilities

  • Handle incoming client calls and provide assistance with webpages
  • Respond to emails, faxes, and inquiries in a timely, professional manner
  • Process administration tasks and maintain accurate records
  • Research and resolve client payment and tax related questions
  • Support updating manuals, forms and on-line help tools

Skills

Customer service
Phone support
Office skills
Written communication

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Location: Frederick, MD (Hybrid) |Pay rate: $20.00 - $23.00 hourly

We are currently recruiting for a temporary (possible Temp to Perm) Customer Service / Client Services Specialist in Frederick, MD (hybrid schedule - in-office 2 days). This is a 5-6 month temp and possible temp to perm position in corporate office. This will start quickly after interview and temp period will go through Nov to April. The Client Services Associate will be responsible for supporting clients, handle all incoming service calls, emails and process administration work while delivering prompt, accurate and exceptional customer service in the Financial Services Industry. The position will start as a long-term temp role with possible temp to perm opportunity after 6 months. Standard business hours Mon - Fri = 37-40 hours per week. Pay rate: $20.00 - $23.00 hourly (perm opportunity will pay 50K - 53K Base + Bonus + Benefits Package)

Responsibilities:
  • Monitor mail/task activity daily to include incoming queue review and handling of documents.
  • Research and respond to customer inquiries in a timely manner.
  • Responsible for handing incoming client calls and assistance with webpage navigation providing exceptional customer service.
  • Respond to written inquiries (including email box and faxes) in an efficient and professional manner.
  • Research payment processing inquiries and establish new direct deposit setup.
  • Responsible for processing of reports, address changes, stop and reissues of payments, direct deposit changes, tax withholding changes, beneficiary changes etc.
  • Intake appropriate information from callers and determine which department to partner with.
  • Provide year-end tax form information and support.
  • Assist in updating procedure manuals, forms, correspondence templates and on-line help tools for all processes and functions.
  • Complete other projects and tasks as assigned by Manager.
Requirements:
  • High School Diploma or equivalent work experience, college preferred
  • 2+ years' experience in a customer service/administrative related position
  • Exceptional oral and written communication skills
  • Proficiency in Microsoft Office product suite
  • Understanding of financial products such as pensions and annuities
  • Ability to balance multiple priorities in a fast-paced environment and work independently

Local candidates only. Must be in a commutable range to Frederick, MD area (Hybrid). No sponsorship. Must be a US citizen or permanent resident (green card holder). $20 - $23 Hourly Rate.

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