Client Support Specialist

Bellwether Staffing Solutions; Stamford (CT); Hybrid; USD 28,000 - 32,000; Full time

Job summary

Bellwether Staffing Solutions in Stamford, CT is seeking a temporary (temp to possible permanent) Customer Service / Client Services Specialist. The role is hybrid (in-office 2 days) and runs 5-6 months with a possible transition to permanent.

You will support clients, handle calls and emails, and perform administrative tasks in the Financial Services sector with standard 37-40 hour weeks and a pay range of $20.00-$23.00 per hour.

Qualifications

• High School Diploma or equivalent work experience; college preferred.
• 2+ years’ experience in a customer service/administrative role.
• 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.

Responsibilities

• Handle all incoming service calls, emails and process administration work.
• Monitor mail/task activity daily and review incoming queue.
• Respond to inquiries promptly, professionally, and accurately.
• Assist with payment processing inquiries and direct deposit setup.
• Process reports, address changes, and related maintenance tasks.
• Gather information and route to appropriate department.
• Provide year-end tax form information and support.
• Assist in updating procedures, forms and online help tools.
• Complete additional projects as requested by the Manager.

Skills

Exceptional communication skills

Customer service

Administrative support

Multitasking

Tools

Microsoft Office

Job description

We are currently recruiting for a temporary (possible Temp to Perm) Customer Service / Client Services Specialist in Stamford, CT (hybrid schedule – in-office 2 days). This is a 5-6 month temp and possible temp to perm position. 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 - 55K 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 Stamford, CT area (Hybrid). No sponsorship. Must be a US citizen or permanent resident (green card holder). $20 - $23 Hourly Rate