Call Volume, Customer Support/Service, Detail Oriented, Environmental Compliance, Fax Machines, Financial Services, Healthcare Customer Service, Identify Issues, Microsoft Excel, Microsoft Office, Microsoft Word, Needs Assessment, Presentation/Verbal Skills, Registered Investment Advisor (RIA), Team Player, Time Management
Detailed Job Description:
Title: Medical Client Service Representative
Location : Stanford, CA
Duration: 03 Month + Conversion or extension based on performance
Position Overview:
- As a Client Service Representative within Custody Solutions, you will serve as the frontline ambassador for our digital-forward custody platform.
- This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth.
- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from firms and their end clients.
Required Skills and Experience
- Education: Associates degree required.
- Experience: 1–3 years in financial services, with a proven track record in high-touch client service or fast-paced operational environments.
- Communication: Exceptional ability to translate complex financial concepts into clear, professional, and concise verbal and written communication.
- Technical Proficiency: Strong knowledge , MS Office Suite (Excel/Word), and the ability to troubleshoot our custodial products for clients.
- Resilience & Detail: High attention to detail with the ability to remain calm and effective in a deadline-driven, high-call-volume, and strictly regulated compliance environment.
- Relationship Building: Demonstrated skill in building rapport quickly, identifying latent client needs, and educating advisors on suite of services.
- Mindset: A self-motivated team player who shows initiative through participation in firm-wide groups and thrives in an autonomous yet collaborative setting.
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)
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Collabera
Since 1991, Collabera has been a leading provider of IT staffing solutions and services. We are known for providing the best staffing experience and taking great care of our clients and employees.
Our client-centric model provides focus, commitment and a dedicated team to help our clients achieve their business objectives. For consultants and employees, we offer an enriching experience that promotes career growth and lifelong learning.
The Collabera Way represents our fundamentals beliefs and is founded on the following building blocks:
10,000 employees or more
Staffing/Employment Agencies