HYBRID Client Services Representative at TEKsystems

Our financial services client located in Westborough, MA is currently hiring Client Service Representatives, this is a great opportunity to get your foot in the door in the financial services industry!

Job Description:

Provides quality customer service and support to customers daily, including phone interaction, problem resolution, and account transaction processing in a timely manner. Under direct supervision, performs less complex operational tasks in a product or functional area, including processing, balancing, settling, and servicing all types of security transactions. Respond to customer inquiries. Investigate and correct errors in customer accounts and statements. Responds to customer verbal and/or written inquiries. Records details about customer inquiries. Helps resolve complicated customer complaints. Coordinates and expedites customer inquiries to other departments for resolution. Familiarity with MS Office is required.

• Will communicate with Brokers, Shareholders, and Stockholders regarding fund account 

• Will be responsible for fielding inbound calls regarding these accounts

• Update account data in multiple systems and software with multiple screens

Qualifications:

• Prior Call Center/CSR Experience

• Financial Services / Stock Experience (preferred)

• Ability to understand or have the capability to learn stocks, SEC regulations, and legality around financial institutions.

• Ability to think on the fly/proactivity problem solve/use resources before asking management

• Bachelors Degree (business, communications are most successful, but they are open) AND Customer Service Experience (retail)

OR

• Elevated call center customer service experience - inbound calls, with a high level of professionalism, clear communication skills
  • Must have an interest in finance

Work Environment:

• Training: 100% in office, training shift will depend on the trainer’s schedule, anytime between 8a-5:30p

• Normal Shift: you will be given an 8-hour shift anywhere between the hours 8a-8p, M-F.  

• After Training - Hybrid- 3 days in the office, 2 days from home

Employee Value:

• Excellent growth opportunity

• Great way to get your foot in the door in the financial services industry.

• Once perm, great benefits, PTO, sick time, banking holidays paid, tuition reimbursement, etc.

Additional Skills & Qualifications:

-Bachelors Degree (business, communications are most successful, but they are open) AND

Customer Service Experience (retail)

OR

-Elevated call center customer service experience - inbound

-High level of professionalism -Clear communication skills - Must have an interest in finance

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.