Client Services Associate
Bellwether Staffing Solutions - Stamford, CT
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We are currently recruiting for a long-term temporary (possible Temp to Perm) Customer Service / Client Services Associate in Stamford, CT (hybrid schedule - in-office 3 days). This is a 6 month temp and possible temp to perm position. This will start the week of Nov - April. The Client Services Associate will be responsible for supporting clients, handle all incoming service calls, emails and process administration work while delivering prompt, accurate and exceptional customer service in the Financial Services Industry. The position will start as a long-term temp role with possible temp to perm opportunity after 6 months. Standard business hours Mon - Fri = 37-40 hours per week. Pay ***** $20.00 - $23.00 hourly (perm opportunity will pay 50K - 53K Base + Bonus + Benefits Package)**Monitor mail/task activity daily to include incoming queue review and handling of documents. Research and respond to customer inquiries in a timely manner. Responsible for handing incoming client calls and assistance with webpage navigation providing exceptional customer service.Respond to written inquiries (including email box and faxes) in an efficient and professional manner.Research payment processing inquiries and establish new direct deposit setup.Responsible for processing of reports, address changes, stop and reissues of payments, direct deposit changes, tax withholding changes, beneficiary changes etc.Intake appropriate information from callers and determine which department to partner with.Provide year-end tax form information and support. Assist in updating procedure manuals, forms, correspondence templates and on-line help tools for all processes and functions. Complete other projects and tasks as assigned by Manager.**High School Diploma or equivalent work experience, college preferred3-5+ years' experience in a customer service/administrative related positionExceptional oral and written communication skillsProficiency in Microsoft Office product suiteUnderstanding of financial products such as pensions and annuitiesAbility to balance multiple priorities in a fast-paced environment and work independentlyLocal candidates only. Must be in a commutable range to Stamford, CT. No sponsorship. Must be a US citizen or permanent resident (green card holder).
Created: 2024-09-19