Finance - Wealth Management - Client Service Representative

Northpointe Staffing Professionals; Nashville (TN); On-site; USD 42,000 - 60,000; Full time

Job summary

Global Wealth Management in Nashville is seeking a Client Services Representative to handle inbound calls and chats from internal clients, educate on account services, and document inquiries.

The role requires strong organizational skills, detail orientation, and proficiency with Microsoft Office; experience with Citrix or Active Directory is a plus. Training onsite for 12 weeks with multiple shift options is provided.

Qualifications

• 4-year degree in related field.
• Detail oriented with excellent follow-up.
• Proficient in Microsoft Office.
• Experience with Citrix or Active Directory is a plus.
• Basic computer networking understanding.
• Strong troubleshooting and documentation skills.

Responsibilities

• Answer inbound calls/chats in a multi-channel environment from internal clients at branches.
• Educate clients on account services and capabilities.
• Document calls and perform basic tier 1 troubleshooting.
• Maintain performance in a fast-paced environment with varied tasks.
• Demonstrate strong organizational skills and attention to detail.
• Provide superior customer-centric service and resolve inquiries.

Skills

Customer service

Multichannel support

Microsoft Office

Detail oriented

Remote access tools

Troubleshooting

Documentation

Strong follow-up

Time management

Education

Bachelor's degree

Tools

Citrix

Active Directory

Remote access tools

Networking basics

Job description

Global Wealth Management - Client Services Representative

Responsibilities:

• answer inbound calls/chats in a multi-channel environment from our internal clients at the branches
• educate clients on account services and capabilities
• have basic computer troubleshooting skills for tier 1 support and document and ticket calls
• perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
• have strong organizational skills, attention to detail, and excellent follow-up skills
• have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Your Expertise:

• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• 4-year degree in related field
• Citrix, Good for enterprise, or Active Directory is a plus
• basic understanding of computer networking
• monitor, speaker, mice and keyboard troubleshooting, ETC.
• know how to use remote access tools to assist clients
• Outlook and Microsoft office troubleshooting skills

All Shifts Available Monday-Friday 8:30 AM-5:30 PM; Shifts Available Friday-Tuesday 11 AM-9 PM and Wednesday-Saturday 8 PM-6:30 AM. Candidates must be available for 12-week training onsite Monday-Friday 8:30 AM-5:30 PM.