Customer Services Representative - Chandler, AZ

Customer Services Representative

Location:

Chandler, AZ (Fully Onsite)

Contract:

9/8/2026 – 9/7/2027 (potential for extension or permanent placement)

Pay Range: $21.00 hourly, paid weekly.

Shift Availability:
Monday-Friday, business hours (details below)

Training Hours – Monday through Friday 9:30am - 5:30pm EST – Will follow schedule selected at offer time, once training is completed

Job Description:

Wealth Management Client Services Banking and Brokerage Department assists with inbound inquiries from clients regarding their Banking Products Investment accounts. Our primary function is to provide client facing support for high-net-worth clients who have a full-service relationship with a Financial Advisor. Inquiries include but are not limited to:
Balance Inquiries, Account Maintenance, Online Navigation/Maintenance, Transaction Research

• Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
• Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients
• Manage risk by accurately authenticating clients, fully adhering to policy/procedures and proactively identifying and escalating potential risk
• Navigate through multiple applications and tools to understand policy/procedures, gain clarity on various products/services and research, and resolve issues with client accounts
• Display passion, commitment and deliver an experience that improves our customers' financial lives

Training Hours – Monday through Friday 9am
-5:30pm EST – Will follow schedule selected at offer time, once training is completed

Shifts are listed in EST:

• Tues-Sat 10:00 am-6:30 pm
• Tues-Sat 10:30 am-7:00 pm
• Sun-Thurs 10:30 am-7:00 pm
• Sun-Thurs 11:00 am-7:30 pm
• Mon,Tues,Fri,Sat 9:00 am-8:00 PM

Required skills:

Requirement of 2 or more years of customer service experience and below skills.

* Computer literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a requirement

Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment

Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients

Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise

Positive attitude that embraces coaching as an opportunity to improvement in current role

Ability to handle confidential matters and sensitive information in a responsible manner

Ambitious and self-motivating

Customer service skills required

Additional notes:

Cell phones (manager will discuss designated locations for calls and times calls can happen) Dress code (professional business casual attire) REQUIRED ON INTERVIEWS AS WELL

Attendance (utilizing the proper call out duty line, communicating with direct supervisor and vendor, showing up for training/work on the daily)

Punctuality (16 hours within first 90 days allotted) RECOMMENDED TO NOT HAVE TIME OFF DURING TRAINING PERIOD

MUST be able to work in a virtual setting on site during training. PLEASE DO NOT BRING PERSONAL ITEMS SUCH AS BLANKETS.

Working Conditions:

• May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
• The ability to lift up to 30 lbs.
• Use of computers and technology.

Here at Canon Recruiting, people are our priority, and we are committed to include diversity in every segment of who we are. It is only through our diversity that we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences.

The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon…