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Client Service Specialist
Career Insights for Client Service Representative / Associate
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Scorecard
Based on Kentucky data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$46,557 / year median in Kentucky
-12% projected decline
Job Description
Answer all phone calls following the CFSB standard and procedures Maintain accurate phone logs for all calls Attend weekly team huddles Actively refer/cross-sell to clients Request the business of prospects and log all referrals Complete all tasks and trainings before deadlines Learn and comply with all CFSB policies, procedures, and standards Perform other duties as requested by Team Leader PM22 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.