What are the responsibilities and job description for the Client Services Representative position at Noblesoft Solutions?
The Client Service Rep will be responsible for handling basic customer inquiries, such as: a client forgot their username or password, client needs to update their home address or phone number, etc.
The typical call volume per Client Service Rep is roughly 50-60 calls per day. However, call volume will increase during tax season and the associates may receive up to 80 calls per day.
Job Duties:
- Responsible for answering inbound calls from clients, while providing exceptional customer service
- Resolve general inquiries such as username / password resets, address changes, phone number changes, etc.
- Document call activity using Raymond James' proprietary system (they will be expected to document while on the phone with the customer)
- Perform various duties as assigned by management
- Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services
- Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices
- Coordinates problem resolution with appropriate departments I
- nforms customers of standard procedures or resolution of problem
- Follows up, either verbally or in writing, to ensure customer satisfaction
- Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies
Skills:
- 2-3 years of recent customer service experience, ideally from a call center
- Must have the ability to type and be on the phone at the same time
- Ability to navigate through numerous systems at once
- Experience using dual monitors Proficient user with Microsoft Word, Outlook, and basic Excel
- Ability to type at least 40 WPM
- Exceptional customer service skills; easy to understand
- Excellent verbal and written communication skills
- Ability to use proper grammar and spelling
- Experience within the banking or financial services industry is preferred but not required
Education:
Minimum of a High School Diploma or equivalent