Client Services Representative II
Core
Resolving routine client requests and managing account maintenance via inbound calls, chats, and emails in a contact center environment.
Role type
Client Services Representative
Builds
Seamless service delivery and client relationship deepening through digital solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Fraud identification, Data entry, Risk escalation, Regulatory compliance, Account maintenance, Problem solving, Active listening, Plain language communication, Technology adaptation, Multi-tasking
Responsibilities
Identifying client needs and recommending fraud solutions, Recording interaction data accurately, Escalating items requiring risk review or exception handling, Implementing frequent updates and learning materials during calls, Complying with industry regulations and financial controls
Seniority
Entry-level, hands-on IC