Kforce has a client that is seeking a part time Customer Services Representative in Webster, Texas (TX).
The Client Service Specialist provides excellent service, operation and sales support to the Branch staff and our clients. Serves as the initial point of contact with responsibilities to greet, direct, and assist walk-in or call-in clients with any service related issues as well as account questions, issues, problem resolution, and escalations. Builds positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish organizational goals. This is a part-time position that will average 20 hours per week (between 8:30am to 5pm, Monday thru Friday).
Responsible for the day-to-day operations and administrative functions of the branch
Work with Sr Financial Consultants and Financial Consultants to communicate solutions either directly or indirectly with clients
Identify and refer lead opportunities to Sr Financial Consultants and Financial Consultants
Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issues in cooperation with back office partners
Adhere to all compliance/risk procedures and follow corporate and industry protocols
Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements
Assist Branch Manager in performing daily key compliance and oversight activities for the branch
Participate in projects to improve processes and enhance the client experience
Perform duties with confidence, minimal supervision and sound judgment to mitigate risk for the firm
Military education or experience may be considered in lieu of civilian requirements
1-2 years of customer service and/or sales experience preferred
Excellent communication and computer skills, including MS Word, Excel, and PowerPoint
Research and resolution of complex client inquiries via phone, cases, and chat
Excellent interpersonal and organizational skills; Strong attention to detail
Perform duties with confidence, minimal supervision and sound judgement to mitigate risk for the firm
Must have a sense of urgency, ability to multi-task, excellent organizational skills, and strong prioritization skills
Must demonstrate a positive and professional image at all times
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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Job ID: FATND1869258
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