Client Services Representative

About Atrium:

What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team.

Client Overview:

Our client is a multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations. They are looking to add a Client Services Representative to their team.

Salary/Hourly Rate:

$24/hr – $26.50/hr

Position Overview:

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 of branch associates, Financial Advisors, or the clients of Financial Advisors. In addition, this particular team manages client access websites, where clients can access their accounts, online trade, etc.

Responsibilities of the Client Services Representative:

• The Client Services Representative is responsible for answering inbound calls from clients while providing exceptional customer service.
• Resolves general inquiries such as username/password resets, address changes, phone number changes, etc.
• Documents call activity using a proprietary system (they will be expected to document while on the phone with the customer).
• The Client Services Representative 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 problems.
• Follows up either verbally or in writing to ensure customer satisfaction.
• Determines the best method to resolve problems to ensure customer satisfaction and adherence to company policies.

Qualifications for the Client Services Representative:

• Must possess 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.
• Easy to understand.
• Excellent verbal and written communication skills. Ability to use proper grammar and spelling.
• Experience within the banking or financial services industry is preferred.

Education Requirements:

• A minimum of a High school diploma or equivalent is required.

Benefits:

• Medical, dental, and vision insurance.
• 401(k).
• Life Insurance.
• Paid time off.
• Holiday pay.
• Disability insurance.

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy.

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO