Job Title: Client Services Representative

Location: St. Petersburg, FL-33716 ( Local candidates only ).

Job Duration: 6 months contract

Work Schedule: Hybrid (3 days onsite, 2 days WFH). Onsite days include Wednesdays and Monday or Friday , with a flexible third day.

Hours: 9:00 AM - 6:00 PM ET (1-hour lunch). Must be logged in and ready at 9:00 AM.

Contract: Temporary with potential for extension or conversion (not guaranteed).

• Attendance Policy: No more than 2 tardies/unexcused absences within 30 days.
• Training: 1-2 weeks, including mock calls and access to internal guides.
• Equipment: Laptop provided.

• Duties and Responsibilities Handle 50-60 inbound calls daily (increasing to ~80 during peak times).
• Address common client inquiries such as:
• Username/password resets.
• Updating contact information (address, phone, etc.).
• Provide exceptional customer service while adhering to compliance protocols.
• Document call activities in the proprietary system during live calls.
• Navigate multiple systems using dual monitors .
• Use internal resources and guides for scenario resolution.
• Coordinate resolutions with appropriate departments to ensure client satisfaction.

• Key Responsibilities Respond to and resolve client inquiries, ensuring compliance with policies and procedures.
• Ensure documentation accuracy and adherence to established protocols.
• Monitor and evaluate call performance based on quality, accuracy, and compliance.

Skills and Qualifications

• Required:2-3 years of recent customer service experience, preferably in a call center environment.
• Typing speed of at least 40 WPM , with the ability to multitask (e.g., typing while on calls).
• Proficiency with Microsoft Word, Outlook, and basic Excel .
• Familiarity with using dual monitors .
• Strong verbal and written communication skills, including proper grammar and spelling.
• Preferred: Experience in the banking or financial services industry .

• Education Minimum: High School Diploma or equivalent.