Client Services Reprsentative

Growing financial outsourcing company has an immediate opening for a Client Services Specialist. The ideal candidate has a positive attitude and is assertive when it comes to taking care of our clients, which involves collecting and gathering contract information, completing the intake and processing of contracts; working with vendors to complete contracts and/or documents related to vendor compliance; trains clients and manages client requests. This position blends customer service with account management to provide full customer support.

Success profile 

  • Strong technical knowledge (Microsoft Office, ability to learn software programs)
  • Excellent communication skills (written/verbal)
  • Problem-solving skills
  • Critical thinking skills
  • Takes personal pride in doing things right and delivering
  • Self-motivated and capability of organizing and prioritizing work
  • Team player
  • Approaches work with a positive attitude
  • Persistent in finding the right answer
  • Required capabilities

Bachelors’ degree preferred, or equivalent experience
Financial Industry knowledge, preferred
Client relationship management or account management experience

Job Type: Full-time
Salary: $38,000.00 to $42,000.00 /year
Temp to Perm position