Information Technology Help Desk Support

We are seeking a motivated and client-focused Client Service Representative to join our team. In this role, you will be responsible for handling a variety of client service tasks related to account management and operational support. The ideal candidate is a strong communicator with a passion for delivering exceptional service in a fast-paced environment.

Key Responsibilities:

Manage inbound and outbound calls with internal clients in a professional and efficient manner

Provide support throughout the account opening and lifecycle processes

Deliver world-class service aligned with company standards and client expectations

Build and maintain strong working relationships with internal clients and stakeholders

Troubleshoot and resolve client issues promptly and accurately

Adapt to a dynamic work environment with changing priorities

Qualifications:

1–2 years of experience in financial services, client service, or a related field

Bachelor's degree preferred (4-year college)

Strong communication and problem-solving skills

Demonstrated ability to manage multiple tasks efficiently

Interest in long-term career development within the financial services industry