Medical Customer Service Representative

Location: Stanford

Detailed

Job Description:

Title:

Medical Client Service Representative Location :
Stanford, CA Duration: 03 Month + Conversion or extension based on performance Pay Rate:$25-$26/hr

Position Overview:

As a Client Service Representative within Custody Solutions, you will serve as the frontline ambassador for our digital-forward custody platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth.

Multi-Channel Communication:
Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from firms and their end clients. Required Skills and Experience

Education:

Associates degree required.

Experience:

1–3 years in financial services, with a proven track record in high-touch client service or fast-paced operational environments. Communication:
Exceptional ability to translate complex financial concepts into clear, professional, and concise verbal and written communication. Technical Proficiency:
Strong knowledge , MS Office Suite (Excel/Word), and the ability to troubleshoot our custodial products for clients. Resilience & Detail:
High attention to detail with the ability to remain calm and effective in a deadline-driven, high-call-volume, and strictly regulated compliance environment. Relationship Building:
Demonstrated skill in building rapport quickly, identifying latent client needs, and educating advisors on suite of services. Mindset: A self-motivated team player who shows initiative through participation in firm-wide groups and thrives in an autonomous yet collaborative setting. The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)