CareerPlan

Client Services Representative II- Utica, NY- 2nd Shift

Utica, USFull-time$52k–$57k2026-10-27 → 2026-11-11
On-site

Core

Resolving routine client requests and managing account maintenance via calls, chats, or emails in an inbound contact center environment.

Role type

Client Services Representative

Builds

Seamless service delivery and client relationships

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, Customer service

Preferred skills

Banking/financial industry experience, Handling difficult client situations

Technologies

Current technology platforms, Bank systems

Responsibilities

Identify client needs and recommend solutions for fraud, Record data accurately, Escalate items requiring risk review, Implement learning materials during calls, Comply with industry regulations and financial controls

Seniority

Entry-level to Junior, 1+ years experience