Client Services Representative- Financial Services and Banking

Title: Client Services Representative- Financial Services and Banking

Location: 1000 Town Ctr, Southfield, MI

Duration: 6 months
Working Model: Hybrid role in office 3 days per week
Pay Rate Range: $20-$23/Hr on W2

Description:

Duties:

• 8 AM- 5 PM Monday through Friday

• Opportunity for extension or conversion

Position Summary:

• We are seeking a highly organized and service-oriented contractor to join our operations team.

• This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors.

• The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.

Key Responsibilities:

• Process and manage daily operational reports with strict deadlines.

• Handle confidential and sensitive information with discretion and accuracy.

• Provide phone support for clients and financial advisors (approximately half the workday).

• Deliver a service-first experience in all client interactions.

• Collaborate effectively with team members in both virtual and in-person meetings.

• Participate actively in team discussions, training, and feedback sessions.

• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level.

• Pull pre-exam documents for examiners

• Monitor Pit, and other various departments

• Monitor ESS Inbox to docCG Examiners Inbox and reply to requests from branches, internal audument fees and fines submitted by examiners

• Archive exam documents in Service Center Portal

• Back-up assistance provided for phones when examiners are unavailable to take the calls

Skills: Qualifications:

• Proven experience in a client service or operations support role.

• Strong proficiency in Microsoft Office, especially Excel and Outlook.

• Excellent verbal and written communication skills.

• Ability to make quick, informed decisions under pressure.

• Professional, pleasant demeanor with a focus on client satisfaction.

• Comfortable working with high-net-worth individuals and financial professionals.

• Ability to maintain confidentiality and handle sensitive data responsibly.

• Willingness to fully engage in team meetings, both virtual and in-person.

Keywords:

Education: High school diploma or equivalent required and a minimum of 3 years of client services experience