Client Experience Representative - Onsite

Client Experience Representative
- Onsite

Genesis
10 is currently seeking a Client Experience Representative
- Onsite position with a Major Financial Services Company located in Franklin, WI. This is a 5-month contract opportunity.

Compensation: $15.00 per hour,

Schedule:

40 hours/week, shifts between 7:00 AM - 6:00 PM CST

Position Overview:

This role focuses on delivering a distinctive client experience by optimally resolving questions and inquiries from Financial Representatives and clients. The ideal candidate will take ownership of calls, serve as a trusted advocate, and exhibit skill in de-escalating servicing concerns while handling phone and transactional responsibilities with a high degree of accuracy.

Key Responsibilities:

• Optimally resolve questions and inquiries from Financial Reps and clients
• Take ownership of calls and anticipate future issues to avoid repeat calls and unnecessary call transfers
• Serve as a trusted advocate for Financial Representatives and partner with them to meet the needs of clients
• Educate clients and Financial Representatives on the client website and self-service capabilities
• Develop professional relationships with clients to improve brand dedication
• Exhibit skill in de-escalating servicing concerns
• Achieve efficiency standards and goals while maintaining the highest level of customer service
• Handle phone and transactional responsibilities while maintaining confidential information appropriately
• Multi-task between phone and casework/transactional duties with a high degree of accuracy
• Work independently and with a team to consistently find opportunities to improve work processes
• Adhere to strict confidentiality and privacy standards
• Demonstrate a willingness to shift work priorities to meet business and customer demands

Primary Requirements:

• Experience providing accurate and effective customer assistance
• Strong analytical and critical thinking skills
• Computer data entry experience
• Ability to perform keyboarding/computer skills accurately and efficiently
• Proven ability to use computer software packages, including Word, Excel, and Power Point

Desired

Skills:

• 1st tier technical support experience

Only candidates available and ready to work directly as Genesis
10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply!

Genesis
10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #INDGEN
10