Hybrid Client Services Specialist – Banking

Raymond James

Southfield (MI)

Hybrid

USD 27,386 - 36,520

Full time

14 days+

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Benefits offered by this job

Medical
Dental
Vision
401K

Job summary

A financial services firm is seeking a Client Services Representative to support their Client Services team. This role involves answering inbound client calls, resolving inquiries, and providing exceptional customer service. Ideal candidates will have 2-3 years of customer service experience and proficiency in Microsoft Office. The position is hybrid, requiring local candidates from Southfield, MI, and offers a pay range of $19.88 to $26.51 per hour. Benefits include medical, dental, vision, and 401K.

Qualifications

  • 2-3 years of recent customer service experience, ideally from a call center.
  • Ability to type and be on the phone simultaneously.
  • Navigational skills in various systems.

Responsibilities

  • Answer inbound calls from clients, providing exceptional customer service.
  • Resolve general inquiries such as username/password resets.
  • Document call activity using the proprietary system.

Skills

Customer service experience
Typing skills
Microsoft Word
Microsoft Outlook
Basic Excel
Communication skills
Problem-solving

Education

High School Diploma or equivalent

Job description

A financial services firm is seeking a Client Services Representative to support their Client Services team. This role involves answering inbound client calls, resolving inquiries, and providing exceptional customer service. Ideal candidates will have 2-3 years of customer service experience and proficiency in Microsoft Office. The position is hybrid, requiring local candidates from Southfield, MI, and offers a pay range of $19.88 to $26.51 per hour. Benefits include medical, dental, vision, and 401K.
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