Client Service Representative

Location: Chicago, Illinois (Onsite) • Job ID: 3056383

About the role

We are seeking a Client Service Representative for our Banking Operations team. In this role, you will assist in the timely and accurate handling of all account holder related inquiries. This position involves taking inbound calls from Retained Asset and Corporate Liquidity clients within a contact center environment.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Responsibilities

• Manage inbound and outbound calls in a timely manner, providing quality service.
• Log all client inquiries received via phone, email, or fax with detailed descriptions on the CRM database.
• Maintain system access and knowledge for each program and attend educational seminars.
• Provide accurate transactional information to clients.
• Perform functional transaction processing such as ACH transfers, stop payments, and wires accurately.
• Identify customer needs, clarify information, research issues, and provide solutions.
• Work effectively as a team member and independently.
• Demonstrate knowledge of core job aspects and develop a basic understanding of the business function.

Experience

• A minimum of 1+ years of experience within a bank, financial institution, or financial services organization is required.
• A minimum of 2+ years of experience in a high volume call center is required.

Technical Skills

• Familiarity with CRM systems and practices.
• Knowledge of banking terminology such as investments, redemptions, ACHs, and wire transfers.
• Familiarity with Microsoft 365 tools such as Outlook and Teams.
• Computer literacy with the ability to navigate several different applications/systems simultaneously.

Professional Skills

• Strong phone, verbal, and written communication skills.
• Strong active listening and interpersonal skills, with an aptitude to handle challenging callers.
• Flexibility and adaptability to change in a fast-paced environment.
• Multi-tasking skills, self-motivation with the ability to set priorities, and effective time management.
• Strong teamwork capabilities.

Work Environment

This is a fully onsite role, requiring five days a week in the office.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans offering an optional layer of financial protection.
• Employee Stock Purchase Program (ESPP).
• 401(k) program with eligibility to contribute typically within 30 days of starting, and company match after 12 months of tenure.
• Health Savings Account (HSA) on the High Deductible Health Plan (HDHP).
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program.
• Access to certification prep and a library of technical and leadership courses, books, and seminars after 6+ months of tenure.
• Certification discounts and perks for associations including CompTIA and IIBA.
• Dedicated customer service team for consultants addressing benefits and other resources.
• Certified Career Coach.
• Comprehensive Welcome Packet with full