Training Req - Customer Service Representative Job at Tailored Management, Roanoke, TX

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  • Tailored Management
  • Roanoke, TX

Job Description

Position Discussed:
Job Tittle: Customer Service Representative
Location: Westlake, Tx On-Site.
Shift: Monday through Friday Hours: Will fall between 6am - 9pm EST

Interviews: In person
Pay Rate: $19.17 per Hour
Contract Length: 8 months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*
Benefits: Paid Weekly, Health, Dental & Vision Benefits Available!
Target Start Date: *upon completion of new hire onboarding.

This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

Job Description
  • In this role, you will be assisting working for a Fortune 500 Financial Giant handling incoming calls and providing account service and resolution.
  • This is a high-volume environment that will allow for growth opportunities while you're servicing members with their address changes, account understanding, password resets, etc.
Responsibilities
  • Handling customer/client/contra calls, opening new accounts, updating existing accounts, customer correspondence, transfer of accounts, wired funds, foreign currency conversion, received/issued checks and stock certificates. Requires previous customer service and data entry experience with a high degree of accuracy.
  • Must be articulate, have a pleasant telephone manner and excellent verbal and written skills.
  • Flexibility is a key aspect of this role and must be equally comfortable with direct client interaction as well as having the ability to network, research and resolve client operational issues.
  • General PC skills required including experience with Word, Excel and Outlook.

Skills Required
  • Spanish or Chinese (Mandarin or Cantonese) speakers are preferred
  • Ability to contribute in a fast paced, team-oriented environment.
  • Aptitude to multi-task and adjust quickly to change in a busy financial service center

Education and Other Requirements
  • College degree preferred

Should you accept an offer for an opportunity with this client, we do require a background check, fingerprinting, employment verification for the past 7 years and verification for your highest level of education completed. You may be required to provide documentation such as the staffing agency name(s), IRS Wage and Income Transcripts, or your diploma to help us verify this information. Tailored Management

Job Tags

Hourly pay, Weekly pay, Contract work, Shift work, Monday to Friday,

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