Customer Service Representative Job at Insight Global in Lake Mary

Overview

Insight Global is seeking a skilled Client Service Representative II to support our international fortune 500 banking partner to join their Client Processing team. The Client Service Rep II will be primarily responsible for taking financially focused trade calls for multiple management companies. This team provides an elite, quality customer service, educational support to their customers on a daily basis. They create a culture of breeding leaders, inspiring innovative thinking, and developing successful career paths by multi-tasking and educating their callers with accurate information. This includes a sharp focus on superior phone interaction techniques, accurate account transaction processing in a time sensitive manner and detailed problem resolution.

Responsibilities

• Provides quality customer service and support to customers on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.
• Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific customer needs.
• Provides product knowledge and technical assistance as necessary.
• Responds to customer inquiries.
• Investigates and corrects errors in customer accounts and statements.
• Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Enters information into a computerized database.
• Communicates any problems or issues to management.
• Performs essential duties satisfactorily to succeed in the role.
• Responds to customer verbal and/or written inquiries.
• Records details about customer inquiries and helps resolve complicated customer complaints.
• Coordinates and expedites customer inquiries to other departments for resolution.

Required Skills and Experience

• High school diploma or GED
• 1-2 years of inbound call-center customer service experience
• Financial services or banking industry experience
• Ability to efficiently follow processes and problem solve in real time
• Extremely reliable and consistent

Seniority level

• Entry level

Employment type

• Contract

Job function

• Customer Service

Industries

• Banking