Client Service Representative Wealth Management Banking & Brokerage

Client Service Representative – Wealth Management Banking & Brokerage Location: 9000 Southside Blvd BLDG 400, Jacksonville, FL 32256 Pay Rate: $21/hour, paid weekly Training Hours: Monday - Friday, 9:00 AM - 5:30 PM EST. Training will be conducted on-site in a virtual setting. Post-Training Shifts: TBD Start Date: ASAP, pending onboarding completion Contract: Initial 12-month contract Contract Extension or Conversion to FTE: Based on performance, attendance, and business needs Access to Health Benefits Department OverviewThe Wealth Management Client Services – Banking & Brokerage Department supports high-net-worth clients with inbound inquiries related to their *** banking products and brokerage investment accounts. These clients are typically aligned with a dedicated Financial Advisor. Common inquiries include account balances, maintenance, online navigation support, and transaction research. Role OverviewAs a Client Service Representative, you'll be the primary point of contact for high-net-worth individuals with full-service wealth management relationships. Your role is to provide clear, accurate, and respectful service, while ensuring all financial interactions are handled with professionalism and precision. Responsibilities • Serve as the main point of contact for wealth management clients. • Provide accurate information on banking and brokerage accounts. • Assist with account maintenance, online navigation, and transaction research. • Process transactions with speed and accuracy while maintaining engagement. • Accurately document call notes and relevant details in multiple systems. • Navigate between multiple systems/screens efficiently during live calls. • Demonstrate professionalism and respect when resolving client issues. • Protect sensitive client information and follow confidentiality guidelines. What We're Looking For • Minimum of 2 years of customer service experiencerequired. • Proficient in Microsoft Outlook, Word, and PowerPoint– non-negotiable. • Strong multitasking ability across multiple tools and systems. • Excellent communication skills, including grammar and tone. • Experience in high-volume, fast-paced call center environments. • Strong conflict resolution and de-escalation abilities. • Receptive to coaching and committed to self-improvement. • Must handle confidential/sensitive information responsibly. • Positive, team-oriented, and highly motivated. Work Environment & Expectations • Training: Must be able to work in a virtual setting on-site during training. Personal items like blankets are not permitted in training areas. • Shift: Post-training schedule will be Sunday–Thursday, 11:30 AM – 8:00 PM EST. • Attendance: Daily attendance is critical. Must follow call-out procedures by informing both the vendor and direct supervisor. • Punctuality: A 16-hour allowance is granted within the first 90 days. Avoid requesting time off during training. • Dress Code: Professional business casual is requireddaily and during interviews. • Cell Phones: Personal phones may only be used in designated areas and at approved times, as communicated by management. #TMCS