Client Services Representative (Banking) jobs in Ventura, CA

Client Services Representative Benefits:

• Obtain experience in a large corporate environment
• Potential to be hired permanent
• Hybrid role working on site periodically with the remainder being remote

Client Services Representative Requirements:

• Minimum of 3 years of experience in customer service in a high volume, fast-paced environment (preferred).
• You are passionate about customers/clients and are fulfilled by finding solutions in real-time over the phone or communicating via email.
• You can work in a fast-paced environment where multitasking and organization skills are required.
• You pay attention to detail and have strong problem solving and decision-making skills.
• You are a team player who is self- motivated, has a sense of urgency, and looks for process improvement.
• You demonstrate integrity, exhibit team spirit and enthusiasm, and establish trust and credibility.
• You have strong interpersonal, and communication skills.
• You are sound, balanced, and have timely decision-making skills.

Client Services Representative Job Description:

Our Client, a Fortune 500 Financial Services Company, is seeking individuals who are looking for an opportunity to gain experience in a corporate environment as a Client Service Representative. This is an excellent opportunity to work in a large corporate organization and learn their corporate culture and service lines through an extensive paid training program.

• Receive approx. 40 to 50 calls per day from current customers inquiring about their retirement benefits (50% of position).
• Independently processes all claims (retirement benefits) received from the TPA. Process includes tax analysis and systems updates.
• Generate participant correspondence using templates as well as freeform composition.
• Process account/database maintenance on correspondence mailed by participants.
• Independently and courteously manage customer requests and inquiries from the toll-free customer service line.
• Responsible for all functions of the operation, which include the call center, claims, and correspondence processing.
• Perform overpayment recovery process with appropriate follow up.
• Address rejected items from bank – EFT rejects, reclaims, etc.