Client Services Representative

VP of Talent Acquisition, Nationwide Search Executive - Accounting and Finance, Engineering, Executive C-Level, IT, and Sales

Are you detail-oriented, customer-focused, and ready to make a difference in a fast-paced, professional environment? Join our growing team as a Client Service Specialist
, where your communication skills and dedication to accuracy will help us deliver an outstanding client experience.

• Answer inbound client calls and respond to email inquiries
• Research and provide information regarding client accounts
• Respond to questions and resolve concerns with clarity and professionalism
• Initiate and expire ACH payments upon request
• Calculate accurate payment amounts based on account status
• Request and process payment and fee adjustments as needed
• Upload and send client correspondence via email and mail
• Maintain a minimum average of 50 customer interactions per day
• Meet or exceed established phone performance metrics

• Thoroughly document all client interactions in NLS (account management system)
• Conduct detailed account follow-up as needed to ensure issue resolution
• Manage returned mail and email by documenting in NLS and contacting customers to update demographic information

• Upload documents and correspondence to client accounts
• Participate in special projects as assigned
• Assist in improving processes and ensuring service excellence across the board

• Strong written and verbal communication skills
• High attention to detail and accuracy
• Experience working in a client service, call center, or financial services environment preferred
• Comfortable working with CRM and database systems (experience with NLS is a plus)
• Ability to multitask and meet performance goals in a high-volume environment
• Strong math and problem-solving skills
• Reliable, organized, and self-motivated

• Competitive hourly wage or salary
• Health, dental, and vision benefits
• Paid time off and holidays
• Supportive team culture and growth opportunities

• Associate

• Full-time

• Customer Service and Finance

• Financial Services and Banking