Financial Services Customer Support Specialist

GetJobSmart; Jacksonville (FL); On-site; USD 35,000 - 45,000; Full time

Job summary

Linden West Partners in Jacksonville, FL, is seeking a Customer Service Representative for full-time employment. You will be the primary contact for clients, ensuring their needs are met with professionalism and efficiency.

The role emphasizes confidentiality, teamwork, and ongoing training in a professional, client-focused environment. The annual compensation ranges from $35,000 to $44,914, with a benefits package including health insurance and retirement plans.

Qualifications

• High school diploma or equivalent.
• Previous experience in customer service or related field.
• Excellent communication and interpersonal skills.
• Strong problem-solving and decision-making abilities.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Ability to work well under pressure and meet tight deadlines.
• Basic understanding of financial services and products.
• Willingness to learn and adapt to new technologies and processes.

Responsibilities

• Answer incoming calls and emails from clients, providing accurate and helpful information.
• Assist clients with account inquiries, transactions, and other financial services.
• Resolve client concerns and complaints in a timely and satisfactory manner.
• Update client accounts and maintain accurate records.
• Maintain a high level of confidentiality and adhere to all data protection regulations.
• Collaborate with other team members to ensure seamless client interactions.
• Stay up-to-date with industry trends and best practices in customer service.
• Contribute to team meetings and continuous improvement initiatives.

Skills

Excellent communication

Interpersonal skills

Problem solving

Work under pressure

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Excel

Job description

Linden West Partners in Jacksonville, FL, is seeking a Customer Service Representative for full-time employment. You will be the primary contact for clients, ensuring their needs are met with professionalism and efficiency.

The role emphasizes confidentiality, teamwork, and ongoing training in a professional, client-focused environment. The annual compensation ranges from $35,000 to $44,914, with a benefits package including health insurance and retirement plans.