Client Services Representative

The role handles approximately 50 60 inbound calls per day, with volume potentially reaching 80 calls during peak periods, while placing a strong emphasis on service quality, compliance, and accurate documentation. A financial services organization is seeking Client Service Representatives to join a high-volume customer support team in St.

Title: Client Service Representative

Office Status: Hybrid St. Petersburg, FL

Pay Rate: Not specified

Contract Length: Temporary;potential extension or conversion may be available but is not guaranteed

ABOUT THE ROLE

A financial services organization is seeking Client Service Representatives to join a high-volume customer support team in St. Petersburg. The role handles approximately 50 60 inbound calls per day, with volume potentially reaching 80 calls during peak periods, while placing a strong emphasis on service quality, compliance, and accurate documentation. New hires will receive 1 2 weeks of training and will use internal reference guides rather than scripted call handling.

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.