Client Service Representative

Responsibilities

• Manage client service requests related to account updates, ensuring changes such as contact details, banking information, and beneficiary records are completed correctly and fully documented.
• Oversee the full lifecycle of customer paperwork and financial service transactions, including preparation, submission, follow-up, and completion tracking.
• Respond to inbound calls effectively, address customer questions clearly, and provide timely support for service-related issues.
• Conduct outbound communication when additional information, status updates, or follow-up actions are needed to keep requests moving forward.
• Enter and maintain accurate information in internal systems to support order processing, account activity, and service records.
• Maintain organized records of client interactions, submitted forms, and transaction details to support accuracy and compliance.

Requirements

• Previous experience in customer service, client support, or call center environments.
• Ability to handle a high volume of inbound and outbound calls while maintaining professionalism and attention to detail.
• Strong data entry and order processing skills with a focus on accuracy.
• Experience managing service requests, documentation, or account-related administrative tasks.
• Clear verbal and written communication skills with the ability to explain information effectively to clients.
• Strong organizational skills and the ability to follow tasks through to completion.
• Comfortable working with multiple systems and managing several priorities in a fast-paced setting.

Qualifications

None specified.

Skills

None specified.

Benefits

None specified.

Pay

Not specified.

Schedule

Not specified.