Hybrid Client Service Pro – Financial Services

Madison-Davis; Tampa, Saint Petersburg (FL, FL); Hybrid; USD 31,000 - 45,000; Full time

Job summary

Madison-Davis, LLC in St. Petersburg, FL is hiring a Client Service Representative to join a high-volume financial services team. The role handles 50–60 inbound calls daily, with peak periods reaching up to 80, focusing on service quality, compliance, and accurate documentation.

New hires receive 1–2 weeks of training and will use internal guides rather than scripted calls. This temporary role offers hybrid office status and potential extension or conversion based on performance.

Responsibilities

• Handle a high volume of inbound client calls and provide professional, solutions-oriented service.
• Resolve routine customer requests such as username/password assistance and contact information updates.
• Research customer questions and service issues using internal procedures and reference materials.
• Document each customer interaction accurately while remaining engaged on the phone.
• Verify required customer information and follow established compliance procedures before taking account-related actions.
• Coordinate with internal departments when additional research or assistance is needed.
• Clearly explain procedures, resolutions, and next steps to customers.
• Follow up with clients by phone or in writing when necessary.
• Maintain accurate records while working across multiple systems and applications.
• Meet established standards for call quality, compliance, documentation accuracy, and customer service.

Job description

Madison-Davis, LLC in St. Petersburg, FL is hiring a Client Service Representative to join a high-volume financial services team. The role handles 50–60 inbound calls daily, with peak periods reaching up to 80, focusing on service quality, compliance, and accurate documentation.

New hires receive 1–2 weeks of training and will use internal guides rather than scripted calls. This temporary role offers hybrid office status and potential extension or conversion based on performance.