What are the responsibilities and job description for the Client Services Officer position at Insight Global?
Title: Client Services Officer
Pay: $22.51/hr
Locations: Pittsburgh, PA OR Lake Mary, FL
Required Skills & Experience
• 1 years of experience within customer service
• Fluent in Portuguese
• Strong customer service skills – willing to chase down answers and find solutions for their client
• Microsoft Office (specifically Excel)
Nice to Have Skills & Experience
• CRM experience (specifically Microsoft Dynamics)
• Bachelor's Degree
• Financial Services Experience - Specifically in ACH, Wire Transfers, Foreign Exchange, Lockbox etc.
Main responsibilities may include:
• Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication.
• Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention
• Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements
• Develop a firm understanding of all standards (policies/procedures) & Client Service tools/systems
• Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquires
Salary : $23