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: Sunday – Thursday, 11:30 AM – 8:00 PM EST
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

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Department Overview

The 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.

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Role Overview

As 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.

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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.

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What We're Looking For

• Minimum of 2 years of customer service experience required.
• 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.

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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 required daily and during interviews.
• Cell Phones: Personal phones may only be used in designated areas and at approved times, as communicated by management.

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