Tailored Management
Customer Service Representative (Level III) - Remote
Jacksonville, FL
Tailored Management is a global staffing firm that specializes in partnering with large organizations to provide contingent labor solutions in a VMS/MSP environment.
Job Description
Customer Service Representative (Level III)
Posted: Wednesday, 5/7/2025
Max Bill Rate approved ***
Jax location needs 3 candidate's. Could change.
DEPARTMENT- Wealth Management Client Services (Card)
Service and assist High Net Worth Clients with credit products in conjunction with website navigation and support. Handling requests such as;
Credit card payments, Rewards redemption, OLB Navigation, Risk Prevention, Documenting client concerns in detail
Training Hours – Monday through Friday 9:30am -6pm EST– Will follow schedule selected at offer time, once training is completed
Shift-
1. Sunday – Thursday 11:30am – 8:00pm EST
REQUIRED skills-
REQUIREMENT of 2 or more years of customer service experience and below skills.
Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT
Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
Positive attitude that embracing coaching as an opportunity to improvement in current role
Ability to handle confidential matters and sensitive information in a responsible manner.
Ambitious and self-motivating
Talking points to have with candidates before submitting to req on expectations-
Cell phones ( manager will discuss designated locations for calls and times calls can happen)
Dress code (professional business casual attire)
Attendance (utilizing the proper call out duty line, communicating with direct supervisor and vendor, showing up for training/ work on the daily)
Punctuality (16 hours within first 90 days allotted)
MUST be able to work in a virtual setting on site during training.
Jax location needs 3 candidate's. Could change.
DEPARTMENT- Wealth Management Client Services (Card)
Service and assist High Net Worth Clients with credit products in conjunction with website navigation and support. Handling requests such as;
Credit card payments, Rewards redemption, OLB Navigation, Risk Prevention, Documenting client concerns in detail
Training Hours – Monday through Friday 9:30am -6pm EST– Will follow schedule selected at offer time, once training is completed
Shift-
1. Sunday – Thursday 11:30am – 8:00pm EST
REQUIRED skills-
REQUIREMENT of 2 or more years of customer service experience and below skills.
Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT
Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
Positive attitude that embracing coaching as an opportunity to improvement in current role
Ability to handle confidential matters and sensitive information in a responsible manner.
Ambitious and self-motivating
Talking points to have with candidates before submitting to req on expectations-
Cell phones ( manager will discuss designated locations for calls and times calls can happen)
Dress code (professional business casual attire)
Attendance (utilizing the proper call out duty line, communicating with direct supervisor and vendor, showing up for training/ work on the daily)
Punctuality (16 hours within first 90 days allotted)
MUST be able to work in a virtual setting on site during training.
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