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Job Description

Job Description:

Insight Global is seeking a skilled Client Service Representative II to support our international fortune 500 banking partner to join their Client Processing team. The Client Service Rep II will be primarily responsible for taking financially focused trade calls for multiple management companies. This team provides an elite, quality customer service, educational support to their customers on a daily basis. They create a culture of breeding leaders, inspiring innovative thinking, and developing successful career paths by multi-tasking and educating their callers with accurate information. This includes a sharp focus on superior phone interaction techniques, accurate account transaction processing in a time sensitive manner and detailed problem resolution.

Responsibilities:

• Provides quality customer service and support to customers on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.

• Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs.

• Provides product knowledge and technical assistance as necessary.

• Responds to customer inquiries.

• Investigates and corrects errors in customer accounts and statements.

• Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.

• Enters information a computerized database.

• Communicates any problems or issues to management.

• To perform this job successfully an individual must be able to perform each essential duty satisfactorily.

• Responds to customer verbal and/or written inquiries.

• Records details about customer inquiries. Helps resolve complicated customer complaints.

• Coordinates and expedites customer inquiries to other departments for resolution.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• High school diploma or GED

• 1-2 years of inbound call-center customer service experience

• Financial services or banking industry experience

• Ability to efficiently follow processes and problem solve in real time

• Extremely reliable and consistent • Additional degrees

• Excel skills