Client Services Representative

About the role

As a Customer Service Representative in Banking Operations, under direct supervision you will assist in the timely and accurate handling of all account holder related inquiries and needs. The Investor Services Team takes inbound calls from our Retained Asset and Corporate Liquidity clients.

Responsibilities

• Manage large amounts of inbound and outbound calls in a timely manner providing quality servicing of client/partner calls through effective communication of call behaviors and accurate information.
• Log all client/partner inquiries received via phone, email or fax with a detailed description of client issue/problem, research or action taken for resolution on the CRM database.
• Maintain system access and knowledge level as it pertains to each program that the representative has been trained on and frequently attend educational seminars to improve knowledge and performance level.
• Provide accurate transactional information to clients to avoid creating any loss situations for the Unit.
• Perform functional transaction processing (ACH Transfers, Stop Payments, wires and general maintenance) accurately and without any monetary errors.
• Responsible for identifying customer needs, clarify information, research issues and provide solutions and/or alternatives.
• Works effectively as a team member but also independently.
• Knowledgeable of the core aspects of the job and beginning to develop a basic understanding of the business function.

Qualifications

• Minimum of 1+ years of experience within a bank, financial institution, or financial services organization required.
• Minimum of 2+ years of experience in a high volume call center required.
• Familiarity with CRM systems and practices and banking terminology such as investments, redemptions, ACHs, wire transfers.
• Familiarity with Microsoft 365 tools such as Outlook and Teams.
• Strong phone, verbal and written communication skills required.
• Strong active listening and interpersonal skills needed with aptitude to handle challenging callers with minimal assistance.
• Highly flexible and adaptable to change; able to adapt to a fast pace environment to different personality types and able to learn quickly.
• Multi-tasking skills; self-motivated with ability to set priorities and manage time effectively.
• Computer literacy is required with the ability to navigate several different applications/systems simultaneously.
• Strong teamwork capabilities.
• A College degree is not required.

Job Details

This is a Contract position based out of Chicago, IL. The role is fully onsite. Application deadline: Oct 30, 2026.

Pay and Benefits

The pay range for this position is $21.00 - $21.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan (Pre-tax and Roth post-tax contributions available)
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)