Financial Client Communication Specialist
TEKsystems•Southfield, MI
•$28 - $28•Hybrid
About The Position
The Client Services Representative serves as the primary point of contact for clients, Financial Advisors, and branch associates, providing support for account access and general service-related inquiries. This role focuses on delivering exceptional customer service while resolving issues efficiently and ensuring compliance with company procedures.
Requirements
- Customer service, call center, banking, or financial services experience preferred.
- Strong communication, problem-solving, and multitasking skills.
- Detail-oriented with the ability to navigate multiple systems simultaneously.
- Comfortable handling a high-volume call environment.
Responsibilities
- Handle inbound client calls and provide outstanding customer service.
- Assist with username/password resets, account access support, and profile updates.
- Process address changes, phone number updates, and other account maintenance requests.
- Research and resolve client inquiries using internal resources and procedures.
- Accurately document client interactions while on calls.
- Collaborate with internal teams to resolve more complex issues.
- Adhere to identity verification and compliance requirements.
- Follow up with clients as needed to ensure timely resolution and satisfaction.
Benefits
- Medical
- dental
- vision
- Critical Illness
- Accident
- Hospital
- 401(k) Retirement Plan
- Pre-tax and Roth post-tax contributions
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
