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Client Service Representative
Client Service RepresentativeSpectraforce Technologies • Chicago, IL, United States
Client Service Representative

Client Service Representative

Spectraforce Technologies • Chicago, IL, United States
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Job Title : Client Service Representative

Location : Tempe AZ / Chicago IL (Hybrid)

Anchor Days : Tuesday - Thursday [preferred; however, these days are flexible]

Duration : 3 months Assignment

Shift / Hours : Tempe [9 : 30a-6pm] or Chicago [7 : 30a-4pm ], 40hours / week

Training Period : 2-3 weeks

Notes : Call center rep role. Looking for quick learners, multi taskers, Spanish speakers (2 / 5). 35-40 calls a day servicing account holder with account maintenance.

Summary :

  • We are currently looking for Customer Service Representative within our Banking Operations team.
  • As a Customer Service Representative in Banking Operations, under direct supervision you will assist in the timely and accurate handling of all account holder related inquires and needs.
  • As a contact center within client, the Investor Services Team takes inbound calls from our Retained Asset and Corporate Liquidity clients.

Major Duties :

  • Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client / partner calls through effective communication of call behaviours and accurate information.
  • Log all client / partner inquiries received via phone, email or fax with a detailed description of client issue / problem, research or action taken for resolution on the CRM database.
  • Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level.
  • Provide accurate transactional information to clients to avoid creating any loss situations for the Unit.
  • Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors.
  • Responsible for identifying customer needs, clarify information, research issues and provide solutions and / or alternatives.
  • Works effectively as a team member but also independently.
  • Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function.
  • Qualifications :

  • A College or University degree not required.
  • Must have experience in comparable industry and / or call center setting or customer support role is preferred.
  • Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACH's wire transfers.
  • Strong phone, verbal and written communication skills required.
  • Strong active listening and interpersonal skills needed with aptitude to handle irate / challenging callers with minimal assistance.
  • Highly flexible and adaptable to change; able to adapt to a fast-paced environment to different personality types and able to learn quickly.
  • Multi-tasking skills : self-motivated with ability to set priorities and manage time effectively.
  • Computer literacy is required with the ability to navigate several different applications / systems simultaneously.
  • Strong teamwork capabilities.
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