Client Customer Service Representative Industry:

Financial Services Position Type:

Customer Service / Client Support About the Opportunity We are seeking a Client Customer Service Representative who enjoys helping people, communicating with clients, and building strong professional relationships. This position is ideal for someone who is organized, dependable, comfortable working with technology, and interested in developing a long-term career in the financial services industry. You will receive structured learning and development , hands-on training, and opportunities to build professional skills using modern technology, including ChatGPT and other AI-assisted tools , where appropriate. ChatGPT may be used as a learning and productivity resource to help employees develop communication, organization, research, and customer-service skills. Responsibilities Provide professional and friendly customer service to clients. Respond to client questions and assist with routine service requests. Maintain accurate client information and records. Perform data entry and update information in the company's CRM system. Document client interactions and follow established procedures. Use CRM and other technology platforms to manage client information and follow-ups. Communicate clearly through phone, email, and other approved communication channels. Protect confidential client and company information. Complete required training and ongoing professional development. Learn about financial-services products, industry practices, and regulatory requirements. Use approved AI tools, including ChatGPT, as part of training and productivity workflows. Work collaboratively with team members to provide an excellent client experience. Learning & Career Development We believe customer service can be the beginning of a rewarding career. Employees will have access to ongoing training designed to develop skills in: Client communication and relationship management CRM technology Data entry and administrative processes Financial-services fundamentals Professional communication Problem-solving and organization AI-assisted workplace productivity Leadership and professional development As employees gain experience, additional career opportunities may become available based on performance, qualifications, training, and business needs. What We're Looking For Must be 18 years of age or older. Strong customer-service and communication skills. Friendly, professional, and genuinely people-oriented . Comfortable speaking with and assisting clients. Reliable, organized, and detail-oriented. Comfortable learning new technology and software. Ability to perform accurate data entry. Ability to learn and work with a CRM system. Willingness to participate in required training. Must be willing to obtain any applicable professional license or registration required for assigned financial-services responsibilities. Ability to follow company policies and applicable financial-industry regulations. Reliable internet/Wi-Fi connection for positions requiring remote work. Prior financial

Pay:

$2,500.00 - $4,500.00 per month

Benefits:

Flexible schedule On-the-job training Professional development assistance Work from home

Work Location:

Hybrid remote in Katy, TX 77450