Client Specialist
Insight Global, Florida, NY, United States
Insight Global is looking for Client Service Representatives to join the team of one of their top banking clients. The Client Service team works with external clients to resolve the most complex day-to‑day issues and leverages the appropriate resources to resolve their inquiries. They are responsible for the front‑line communication and support of the clients’ requests, mainly via telephone, email, or chat. They will also be responsible for building both internal partnerships as well as external relationships with the clients. There are junior, mid‑level, and senior‑level openings on this team. Client inquiries can range from account maintenance requests such as: checking on an account status, helping with a password reset, audit trail, etc., to more complex client issues such as: cost basis issues, wash sales, trying to open an account in a foreign country, etc. The ideal candidate is someone who has a background in Client Service within a Financial Services, Wealth Management, or Brokerage environment. These individuals must be comfortable multitasking in a fast‑paced work environment, be able to do their own research or ask for help if they do not understand a client request and be able to provide top‑notch professional communication and support to their clients.
Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.
Uses developed communication skills to deliver high quality service to a specialized client base.
Provides key individuals at assigned clients information related to the client's products and services representing a broad array of lines of business and geographies and leverages an in‑depth understanding of broader client's services and offerings.
Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources.
Uses broad understanding of client's products and services to best propose expanded offerings to clients for front office consideration.
Must-haves
3-5 years of experience (Client Service Lead Analyst- 3-5 yrs experience, Client Service Specialist- 5+ years experience)
Client Service experience within Wealth Management or brokerage services
Experience managing financial client’s inquiries ranging from simple to complex requests.
Bachelor’s Degree or equivalent work experience
Microsoft Office (Word, PowerPoint, Excel, OneNote)
Professional written and verbal communication
Plusses
CRM or Salesforce background
Spanish speaking (ability to service clients globally)
NetX360
Worked at similar companies such as Charles Schwab, Fidelity, TD Ameritrade
#J-18808-Ljbffr
Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.
Uses developed communication skills to deliver high quality service to a specialized client base.
Provides key individuals at assigned clients information related to the client's products and services representing a broad array of lines of business and geographies and leverages an in‑depth understanding of broader client's services and offerings.
Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources.
Uses broad understanding of client's products and services to best propose expanded offerings to clients for front office consideration.
Must-haves
3-5 years of experience (Client Service Lead Analyst- 3-5 yrs experience, Client Service Specialist- 5+ years experience)
Client Service experience within Wealth Management or brokerage services
Experience managing financial client’s inquiries ranging from simple to complex requests.
Bachelor’s Degree or equivalent work experience
Microsoft Office (Word, PowerPoint, Excel, OneNote)
Professional written and verbal communication
Plusses
CRM or Salesforce background
Spanish speaking (ability to service clients globally)
NetX360
Worked at similar companies such as Charles Schwab, Fidelity, TD Ameritrade
#J-18808-Ljbffr