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Client Service Representative

Remote: 
Full Remote
Contract: 

Offer summary

Qualifications:

Strong client services background., Excellent written and verbal communication skills., Proficient in Microsoft Excel, Word., Familiar with Adobe suite applications..

Key responsabilities:

  • Create financial documents using software.
  • Manage clients and ensure form accuracy.

US Tech Solutions logo
US Tech Solutions Large http://www.ustechsolutions.com
1001 - 5000 Employees
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Job description

 Job Name : Client Service Representative (Banking)
Location : Remote
Duration: 5 months contract
 
Note:
9 AM – 6 PM ET (will start off with half days for training, 10 AM – 2 PM, for about the first 2 weeks, then go to full schedule)

 
Job Summary:
Notes:
  • Fully Remote, anywhere in Central and Eastern time zones only
  • Overtime at ends of shifts, could be some weekends too, but will plan these, no surprises
  • The hours are same for all: 9 AM – 6 PM ET (will start off with half days for training, 10 AM – 2 PM, for about the first 2 weeks, then go to full schedule)
Responsibilities:
  • Creation of financial documents and approval process using Adobe suite of software products
  • Managing internal and external clients as well as checking the accuracy of forms and entering data into a tracking database
  • Candidate must be computer savvy and capable of learning new software applications with relative ease
  • Must have Client service experience. Candidate will communicate directly with clients as well as internal departments
  • Must be comfortable working within a team while owning their own work
  • Must maintain a high level of productivity, quality, and customer-service standards while adhering to strict deadlines
  • Candidate must utilize great time management skills to handle extremely high seasonal volumes
Qualifications:
  • Strong client services background.
  • Excellent written and verbal communication and listening skills.
  • Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time.
  • Proficiency in Microsoft Excel, Word, and working knowledge of Outlook and Access.
 

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com .

All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. US Tech Solutions is an Equal Opportunity Employer.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Word
  • Microsoft Outlook
  • Microsoft Excel
  • Time Management
  • Teamwork
  • Communication

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