Client Services Rep

Los Angeles, California | Freelance | Job ID #59499 |
Posted Earlier this month

Our financial client is looking to hire a Customer Service Representative to act as a liaison between clients and various Bank units to independently respond to client inquires and resolve outstanding issues.

Provides consultative input to Operation and Product Management for problem resolution or prevention. Performs operations and administrative functions for unit under minimal supervision.


  • Serves as primary contact for clients and various units in the research and resolution of problems and inquiries
  • Consistently exercises discretion and judgment when interacting with clients to determine
  • Ensures client satisfaction
  • Acts as liaison between client and other Bank units to resolve problems and comply with client requests
  • Coordinates with clients, account officers and appropriate departments to ensure that clients are properly serviced, paperwork is properly executed and all operational arrangements are in place to service assigned accounts
  • Prepares monthly and quarterly management reports, utilizing various PC software including spreadsheet, database, analytical and graphics software packages and completes other spreadsheet analytical and research projects as assigned
  • May provide training and direction to clerical/administrative staff
  • Strong analytical, organizational and problem solving skills
  • Strong PC skills including spreadsheet and database manipulation required. Strong verbal and written communication skills
  • Experience in Cash Management/Treasury Management preferred
  • Experience in a customer service call center/service center preferred
  • Strong verbal and written communication skills
  • Able to monitor call queues and pending work queues
  • Ability to interface in an effective and professional manner with colleagues, clients and business partners

Employer Details:

  • Onward Search is an equal opportunity employer, dedicated to a policy of non-discrimination in an employment with regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, veteran status or any other classification protected by federal, state and local laws and ordinances. Candidates must be at least 18 years old to be considered for employment. EOE/M/F/D/V/SO.
  • In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
  • The client is unable to support 1099 / Corp-to-Corp or Independent Contractor arrangements at this time. All freelancers will be paid as W2 employees.
  • Onward Search is a drug-free workplace.


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About Onward Search

Onward Search helps connect creative, marketing, and technology talent with top jobs at the nation's most recognized companies and digital agencies. We offer a full range of recruitment and staffing solutions to include freelance / contract, temp-to-perm, and permanent placement.