Job Summary:
Our client is seeking a Client Service Representative to join their team! This position is located in Chicago, Illinois.
Duties:
- Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information
- Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database
- Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level
- Provide accurate transactional information to clients to avoid creating any loss situations
- Perform functional transaction processing accurately and without any monetary errors
- Responsible for identifying customer needs, clarify information, research issues, and provide solutions and/or alternatives
- Work effectively as a team member but also independently
- Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function
Desired Skills/Experience:
- High School Diploma or GED
- Must have experience in comparable industry and/or call center setting or customer support role is preferred
- Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACH’s wire transfers
- Strong phone, verbal, and written communication skills required
- Strong active listening and interpersonal skills needed with aptitude to handle challenging callers with minimal assistance
- Highly flexible and adaptable to change; able to adapt to a fast pace environment to different personality types and able to learn quickly
- Multi-tasking skills; self-motivated with ability to set priorities and manage time effectively
- Strong teamwork capabilities
Benefits:
- Medical, Dental, & Vision Insurance Plans
- 401K offered
