Client Services Rep

Company: Kforce Finance and Accounting
Location: Pinellas Park
Posted on: January 9, 2021

Job Description:

RESPONSIBILITIES: Kforce has a client seeking a Client Services Rep in Saint Petersburg, FL. Summary: This role is responsible for supporting the Client Services team. The Client Services department is considered the 'main point of contact' for (internal and external) clients who have questions or general inquiries that need resolution. The client base consists branch associates, Financial Advisors, or the clients of Financial Advisors. Responsibilities: Responsible for answering inbound calls from clients, while providing exceptional customer service Resolve general inquiries such as username/password resets, address changes, phone number changes, etc. Document call activity Perform various duties as assigned by management Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices Coordinates problem resolution with appropriate departments Informs customers of standard procedures or resolution of problem Follows up, either verbally or in writing, to ensure customer satisfaction Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies Perform various duties as assigned by management Job Requirements: REQUIREMENTS: 2-3 years of recent customer service experience, ideally from a call center Must have the ability to type and be on the phone at the same time Ability to navigate through numerous systems at once Experience using dual monitors Proficient user with Microsoft Word, Outlook, and basic Excel Ability to type at least 40 WPM Exceptional customer service skills Excellent verbal and written communication skills Ability to use proper grammar and spelling Experience within the banking or financial services industry is preferred but not required Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Keywords: Kforce Finance and Accounting, Pinellas Park , Client Services Rep, Sales , Pinellas Park, Florida