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Client service representative
$47k-61k (estimate)
Full Time 5 Days Ago
Save

Planet Professional is Hiring a Client service representative Near Phoenix, AZ

Client Service Advisor

Contract

12 months

Start 7 / 15

Process- video interview

Industry- Large commercial bank with many tech & life science customers

Hours- 8 : 30am-5 : 30pm PST

Location- Candidates can be located in the following locations : Phoenix, Salt Lake City or Raleigh, NC.

Hybrid role 1 day per month in office for Enterprise Day, 1 day quarterly for All Hands Meeting. and occasional others for team building.

Background check- yes

Why Open- New position. Client support through client contact via email or phone channels. Ideal is customer service experience out of Banking / FiServ.

Must haves :

  • 1 years of banking or financial services industry
  • 1 years of professional experience in customer service
  • Inbound call center experience
  • Strong communication skills (customer service work)

Preferred :

  • Bachelor degree
  • SVB Go platform
  • Cash management products (Business Credit Card and Debit Card, Merchant Services, QuickBooks, Investment Products)

Job Description :

This position provides advanced operational support for a business unit in the execution of daily activities in support of the digital banking platform.

Facilitates processes and associate workflow while ensuring compliance with all applicable regulations and policies. Maintains records or systems crucial for business operations.

Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals.

Assists in the identification of process inefficiencies or opportunities for improvement. May guide less experienced specialists on the team through knowledge in the area of work.

This is a hybrid position located in Phoenix, AZ and candidates must live within a commutable distance of this office location.

The schedule for this role is typically Monday through Friday covering the closing shift (subject to change based upon business needs) of 8 : 30 AM - 5 : 30 PM Pacific Time.

Responsibilities :

Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service.

Identifies appropriate course of action for more complex issues or disputes.

Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities.

Identifies and communicates process inefficiencies. May offer recommendations for process improvements.

Maintains and updates department records either physically or within a system.

Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant.

Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.

Last updated : 2024-06-21

Job Summary

JOB TYPE

Full Time

SALARY

$47k-61k (estimate)

POST DATE

06/23/2024

EXPIRATION DATE

09/22/2024

WEBSITE

planet-pro.com

SIZE

<25

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The job skills required for Client service representative include Customer Service, Call Center, Communication Skills, Credit Card, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client service representative positions, which can be used as a reference in future career path planning. As a Client service representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service representative. You can explore the career advancement for a Client service representative below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

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Promoting and maintain positive customer relations utilizing service excellence techniques.

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Client service representatives are responsible for taking care of users who have a hard time with some business element.

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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

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Have an understanding and reception to clients' needs and give proactive customer support.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

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A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

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Should have a proven customer support experience or experience as a client service representative.

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Learn to resolve problems and prevent client dissatisfaction.

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One year related experience required with customer service preferred.

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Step 3: View the best colleges and universities for Client Service Representative.

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