girl looking into her desktop
Back to search results

Client Service Representative -Chandler, AZ

Chandler, Arizona

Job Description:

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above.

Required Skills & Experience (minimum qualifications)

  • Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

  • Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

  • Proven ability to professionally and tactfully handle confrontational and/or stressful interactions

  • Demonstrated written communication skills with the ability to type error-free, clear, descriptive and succinct instructions and responses, while being proficient on the keyboard

  • Proven experience with effectively reviewing documentation/files, quickly identifying errors and taking action to resolve the errors

  • Must have experience gathering, absorbing and using facts/information to make effective and timely decisions

  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures

  • Must be able to succeed in an environment in which you are constantly being held accountable for metrics

Desired Skills & Experience

  • Experience working in a client focus environment

  • Knowledge of Heath Savings Account (HSA) or Flexible Spending Account (FSA) 

Job Band:

H7

Shift: 

2nd shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

2:30AM / 3:30AM shift end times

Referral Bonus Amount:

0

Job Description:

Associate is accountable for providing quality customer service support within their business unit for some Advisory, FAC and MLD clients requesting retail, retirement and brokerage account products/ service features through inbound calls or emails utilizing professional oral, written and problem solving skills. Accountabilities include but are not limited to providing account balances and activity, deposit rates, checking information, internal systems assistance, explaining and processing transactions. Recommend some previous experience in the customer service field but not required. Elevated service issues handled by experienced associates or above.

Required Skills & Experience (minimum qualifications)

  • Minimum one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence

  • Must possess the skills to navigate between multiple screens and keep the client/recipient fully engaged, while quickly and accurately typing relevant notes and information

  • Proven ability to professionally and tactfully handle confrontational and/or stressful interactions

  • Demonstrated written communication skills with the ability to type error-free, clear, descriptive and succinct instructions and responses, while being proficient on the keyboard

  • Proven experience with effectively reviewing documentation/files, quickly identifying errors and taking action to resolve the errors

  • Must have experience gathering, absorbing and using facts/information to make effective and timely decisions

  • Demonstrated ability to quickly learn, adapt and become highly efficient on new and/or changing systems, applications, policies and procedures

  • Must be able to succeed in an environment in which you are constantly being held accountable for metrics

Desired Skills & Experience

  • Experience working in a client focus environment

  • Knowledge of Heath Savings Account (HSA) or Flexible Spending Account (FSA) 

Shift:

2nd shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21073553

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Amanda Lorenz

Referral Bonus:

0

Street Address

Primary Location:
2505 W CHANDLER BLVD, AZ, Chandler, 85224