Onsite Financial Services CSR — Account Support

Spectraforce Technologies; Omaha (NE); On-site; USD 36,000 - 46,000; Full time

Job summary

Spectraforce Technologies is seeking a Customer Service Representative (CSR) to support a leading financial services client in Omaha, NE. This 8-month, 100% onsite role requires handling account servicing, maintenance requests, and online platform support with a strong focus on customer experience.

The candidate will update records, assist with PIN/password requests, and help customers navigate tools. Excellent communication, problem solving, and time management are essential.

Qualifications

• Strong customer service experience in a high-volume environment.
• Financial services experience preferred.
• Excellent verbal and written communication skills.
• Strong problem-solving, organizational, and time management skills.
• Professional, customer-focused attitude.

Responsibilities

• Assist clients with account servicing and maintenance requests.
• Update customer information, including contact details and beneficiary information.
• Support PIN/password-related requests.
• Help clients navigate online tools and platforms.
• Resolve customer inquiries while delivering excellent customer experience.
• Accurately document customer interactions and maintain service quality.

Skills

Customer service

Written communication

Verbal communication

Problem solving

Time management

Tools

Microsoft Windows

Microsoft Outlook

Microsoft Teams

Web-based applications

Job description

Spectraforce Technologies is seeking a Customer Service Representative (CSR) to support a leading financial services client in Omaha, NE. This 8-month, 100% onsite role requires handling account servicing, maintenance requests, and online platform support with a strong focus on customer experience.

The candidate will update records, assist with PIN/password requests, and help customers navigate tools. Excellent communication, problem solving, and time management are essential.