Customer Service Representative - Insight Global : Job Details

Requirements:

• High School diploma or GED
• 1-2 years of customer service experience
• Proficient in MS Office
• Excellent written and verbal communication skills
• Ability to efficiently follow processes and problem solve in real time
• Extremely reliable and consistent
• Proven track record of great attendance
• High-speed internet (NOT a hot spot)

Preferred:

• Associate College degree or higher
• Excel skills

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.

How To Be Successful:

Under direct supervision, the CSR II will perform less complex operational tasks in a product or functional area, including account maintenances, processing multiple stock market trades and servicing all types of financial related operational inquiries. The CSR II should possess a high standard of problem-solving skills, an open attitude to push the boundaries on their comfort zone to learn. Great opportunities are everywhere to shape a Representative's time management skills by learning scheduling management, aftercall work and by responding to customer inquiries in a timely manner. The CSR II should be efficient recording accurate details about customer inquiries and follow strict security protocols with each of their callers. Each Rep may have training on location or through the Microsoft Teams application with a move to hybrid work, based in the office 3 days per week. Candidates should have a great attendance track record, a problem-solving skill set, ability to multi-task in a fast-paced environment, show a consistent reliability with attendance and accuracy skills, willingness to expand their knowledge by learning and development over time and have a strong interest in starting their journey towards a long-term career!

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 a computerized database.