What are the responsibilities and job description for the Client Services Representative position at United Solutions Company?
Mission
The mission of the United Solutions Company is to host quality products and services using the best of breed technology, with an emphasis on service and collaboration, to help our customers remain competitive and profitable.
Job Summary
The primary function of this position is to assist the company in being the leading provider of high-quality information, knowledge, and professional solutions. Provide exceptional service to all internal, external and potential clients and meet the company’s Service Promises and Standards. Safeguard member information and the client’s vital records in a manner commensurate with the sensitivity of the information and in compliance with laws, regulations and the company’s information security policies, standards and procedures.
Primary Responsibilities
Skill Requirements
Candidate Profile
Other Requirements
Technical Requirements
The mission of the United Solutions Company is to host quality products and services using the best of breed technology, with an emphasis on service and collaboration, to help our customers remain competitive and profitable.
Job Summary
The primary function of this position is to assist the company in being the leading provider of high-quality information, knowledge, and professional solutions. Provide exceptional service to all internal, external and potential clients and meet the company’s Service Promises and Standards. Safeguard member information and the client’s vital records in a manner commensurate with the sensitivity of the information and in compliance with laws, regulations and the company’s information security policies, standards and procedures.
Primary Responsibilities
- Maintain a high level of accuracy and a professional and courteous attitude with staff and business contacts.
- Maintain knowledge of the company’s philosophy, rules, and policies; reflect these in all activities and interactions with co-workers, clients, and the public to ensure confidentiality.
- Downloads payroll from State of Florida website and bond redemption tables from the Federal Reserve.
- Originates, edits and posts ECU and USC payrolls.
- Verifies statements to optical and FTPs to processors.
- Loads FTP’s various tables as needed, such as ISO tables, savings bonds tables, etc.
- Runs monthly reports and FTP’s data to other processors.
- Notify supervisor(s) of errors or equipment stoppage.
- Install application software and before implementation, send written notifications to staff and client credit unions.
- Handle service requests/Striven items of client credit unions.
- Meets with supervisor and staff to determine the impact of proposed software changes.
- Maintains documentation and instructions to provide accurate understanding of the purpose and operational procedures.
- Handle e-mail and written requests from clients for tables and parameters additions, deletions, and modifications.
- Complete stamped completion information on request. Copy, file and distribute request on same day as completed according to procedure.
- Prepares monthly client service calendar.
- Prepares data processing month-end schedule.
- Verifies that reports and other outputs are complete before release.
- Provides technical support to develop staff and system users so that operational problems are resolved quickly without significant interruption to service.
- Trains computer operators in the operation of computers, peripheral equipment, and off-line auxiliary equipment.
- Assists and backs up operators on an "as needed" basis. Is cross trained in all areas of computer operations.
- Assists credit union clients in using the computer system.
- Maintains ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new development, changes and other important information within area of responsibility.
- Notify data processing vendor or maintenance personnel if unable to locate and correct cause of an error or failure.
- Assists in solving malfunctions of system hardware and software.
- Perform other duties as assigned and support all areas of the company and its affiliates.
Skill Requirements
- Effective interpersonal skills
- Listening, oral, and written communications
- Ability to perform each essential duty satisfactorily.
- Ability to deal with problems involving several concrete variables in standardized situations.
- Ability to effectively present information in one-on-one and small group situations.
- Ability to keep information confidential – a high degree of trust and discretion is required.
Candidate Profile
- Goal and Detail Oriented
- Determined, Enthusiastic
- Bright, Approachable
- Flexible, Self-starter
Other Requirements
- A two (2) year associates degree and one to three years related experience.
- A combination of education and similar experiences may be substituted.
- Must be bondable.
Technical Requirements
- Microsoft Suite – Outlook/Excel/Word
- General office equipment
- Multi-line Telephone
