Client Service Representative
Core
First point of contact for customers in digital banking, handling inquiries, account operations, and financial instrument orders.
Role type
Client Service Representative (Digital Banking)
Builds
Digital banking platform and financial services
Domain
Financial Services / Digital Banking
Deliverable
client delivery
Required skills
analytical thinking, affinity for numbers, customer service orientation, structured work, prioritization, flexibility
Preferred skills
experience in financial sector, knowledge of financial markets
Technologies
ticketing system, digital platforms
Responsibilities
Handle customer inquiries via phone and ticket system, support product and tool usage questions, process account operations (openings/closings, transfers, payments), collaborate with cross-functional teams, report suspicious activities, accept customer orders for financial instruments (stocks, bonds, funds, derivatives)
Seniority
Individual Contributor, entry to mid-level
