CareerPlan

Client Services Representative II

Rio Rancho, USFull-time2026-10-22 → 2026-11-10
On-site

Core

Resolving routine client requests and fraud-related issues via calls, chats, or emails in an inbound 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, Account maintenance, Data entry, Problem solving, Active listening, Regulatory compliance, Multi-tasking, Plain language communication, Relationship building

Preferred skills

Banking/financial industry experience, Handling difficult client situations

Technologies

Computer systems, Technology platforms

Responsibilities

Answering client questions, Resolving problems, Providing account maintenance, Escalating risk review items, Recording interaction data, Implementing learning materials during calls

Seniority

Entry-level to Junior, hands-on IC