What are the responsibilities and job description for the Client Services Representative position at London Approach?
Client Services Representative — Confidential Opportunity
Location: Delaware County, PA
Employment Type: Direct Hire
Work Arrangement: Fully onsite
Schedule: Regular business hours
Compensation: $50,000–$52,000 annually
About the Opportunity
We are seeking a professional, customer-focused Client Services Representative to support daily customer inquiries, account administration, and transaction processing.
This role is ideal for someone who communicates clearly, maintains accurate records, learns new systems quickly, and takes ownership of customer requests from initial contact through resolution.
Key Responsibilities
- Provide courteous, professional customer service by phone, email, and in person.
- Respond to customer questions and assist with account-related requests.
- Process new account applications and support customer onboarding and verification procedures.
- Maintain accurate customer records and prepare, scan, and organize supporting documentation.
- Process payments and account transactions according to established procedures.
- Answer pricing questions and coordinate customer appointments.
- Prepare and distribute customer statements, notifications, and reports.
- Research account discrepancies and escalate unresolved issues appropriately.
- Collaborate with colleagues to ensure timely, accurate service.
- Handle materials and complete related administrative tasks as needed.
- Protect confidential customer information and follow established policies and compliance requirements.
Qualifications
- Approximately 2–3 years of customer service or client support experience.
- Experience with account opening, account administration, or transaction processing is helpful.
- Banking, financial services, retail, or administrative experience may translate well; industry-specific experience is not required.
- Strong written and verbal communication skills and a polished, professional approach.
- Comfort learning new software and working with phones, email, and computer systems throughout the day.
- Proficiency with Microsoft Office and general business applications.
- Strong attention to detail, organizational skills, and basic mathematical ability.
- Ability to manage multiple priorities and resolve customer concerns.
- Dependable attendance, punctuality, and a collaborative attitude.
- Ability to lift and move items weighing up to 35 pounds, with assistance available for heavier items.
Interview Process
An initial virtual interview followed by an onsite interview.
Confidentiality
Employer details will be shared with candidates selected to interview.
Salary : $50,000 - $52,000