Client Service Representative (investment Banking) jobs in United States
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Phyton Talent Advisors · 4 days ago

Client Service Representative (investment Banking)

Phyton Talent Advisors is a Global Financial Services Firm seeking a Client Service Representative in Memphis, TN. The role involves supporting the Client Services team by answering inbound calls, providing exceptional customer service, and assisting clients with inquiries regarding their accounts and services.

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Growth Opportunities

Responsibilities

Answer inbound calls from clients and provide exceptional customer service
Resolve basic inquiries such as username or password resets, address changes, and phone number updates
Document all call activity accurately and in real time using proprietary systems
Respond to inquiries or complaints received via phone or written correspondence
Research and review requests or issues using established policies, procedures, and guidelines
Coordinate issue resolution with appropriate internal departments when necessary
Inform customers of standard procedures and resolutions
Follow up verbally or in writing to ensure customer satisfaction
Determine the most effective resolution methods while adhering to company policies

Qualification

Customer service experienceMultitasking skillsMicrosoft WordMicrosoft OutlookTyping speed 40 WPMProfessional demeanorExperience in bankingVerbal communicationWritten communication

Required

2–3 years of recent customer service experience, preferably in a call center environment
Ability to type while actively engaging in phone conversations
Strong multitasking skills with the ability to navigate multiple systems simultaneously
Experience working with dual monitors
Proficiency in Microsoft Word, Outlook, and basic Excel
Typing speed of at least 40 WPM
Excellent verbal and written communication skills with strong grammar and clarity
Professional, customer-focused demeanor
High School Diploma or equivalent required

Preferred

Experience in banking or financial services (preferred but not required)

Company

Phyton Talent Advisors

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Phyton Talent Advisors, formerly Linium Resources, provides top-tier talent for the world's most competitive industries.

Funding

Current Stage
Growth Stage

Leadership Team

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John Costa
Managing Partner
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Michael J. Ivie, PRM, PMP, MBA
Managing Partner, Head of Financial Services Consulting
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Company data provided by crunchbase