Job Description

Job Description

We are seeking a motivated and client-focused Client Service Representative to join our team. In this role, you will be responsible for handling a variety of client service tasks related to account management and operational support. The ideal candidate is a strong communicator with a passion for delivering exceptional service in a fast-paced environment.

Key Responsibilities:

• Manage inbound and outbound calls with internal clients in a professional and efficient manner
• Provide support throughout the account opening and lifecycle processes
• Deliver world-class service aligned with company standards and client expectations
• Build and maintain strong working relationships with internal clients and stakeholders
• Troubleshoot and resolve client issues promptly and accurately
• Adapt to a dynamic work environment with changing priorities

Qualifications:

• 1–2 years of experience in financial services, client service, or a related field
• Bachelor's degree preferred (4-year college)
• Strong communication and problem-solving skills
• Demonstrated ability to manage multiple tasks efficiently
• Interest in long-term career development within the financial services industry

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