Client Services Representative

The role focuses on resolving routine account and service requests, researching more complex issues, and coordinating with internal teams to reach appropriate resolutions. A financial services organization is seeking a customer service professional to support clients through inbound phone, written, and in-person inquiries.

Title: Client Services Representative

Office Status: Hybrid (3 days in-office)

Pay Rate: $27.50

ABOUT THE ROLE

A financial services organization is seeking a customer service professional to support clients through inbound phone, written, and in-person inquiries. The role focuses on resolving routine account and service requests, researching more complex issues, and coordinating with internal teams to reach appropriate resolutions. Success in this position requires strong communication skills, accurate documentation, and a consistent focus on client satisfaction.

RESPONSIBILITIES

• Answer inbound client calls and provide professional, responsive customer service.
• Resolve routine account and service inquiries, including credential and contact information updates.
• Accurately document client interactions and activity while assisting customers by phone.
• Research questions and service issues using established policies, procedures, and available resources.
• Respond to client inquiries and complaints involving financial products and services.
• Coordinate with appropriate internal departments to resolve issues requiring additional support.
• Explain applicable procedures, resolutions, and next steps clearly to clients.
• Determine appropriate solutions while balancing customer needs with established company policies.
• Follow up with clients by phone or in writing to confirm resolution and satisfaction.