Customer Service (Stamford, CT)

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

Job summary

Bellwether Staffing in Stamford, CT is seeking a temporary (potentially Temp-to-Perm) Customer Service / Client Services Specialist. The job offers a hybrid schedule, with in-office work two days per week.

It is a 5-6 month temp role in a corporate office within the Financial Services industry, starting quickly after interview. The role supports clients, handles incoming service calls and emails, and performs administrative tasks with a focus on accuracy and prompt service.

Qualifications

• 2+ years of customer service/administrative experience.
• High School Diploma or equivalent; college preferred.
• Excellent oral and written communication.
• Proficient with Microsoft Office suite.
• Knowledge of financial products like pensions/annuities.

Responsibilities

• Monitor mail/task activity daily and review incoming documents.
• Research and respond to customer inquiries promptly.
• Handle incoming client calls and assist with website navigation for excellent service.
• Respond to written inquiries via email and fax professionally.
• Research payment processing inquiries and set up direct deposit.

Skills

Customer service

Communication

Administrative tasks

Independent worker

Education

High School Diploma

College preferred

Tools

Microsoft Office

Job description

Location: Stamford, CT |Pay rate: $20.00 - $23.00 hourly

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 in a 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 - 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.