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Job Requirements of Client Service Representative – Wealth Management Banking & Brokerage:
-
Employment Type:
Full-Time
-
Location:
Jacksonville, FL (Onsite)
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Client Service Representative – Wealth Management Banking & Brokerage
Tailored Management Services Inc
Jacksonville, FL (Onsite)
Full-Time
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: TBD
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
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.
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.
Responsibilities
What We're Looking For
Work Environment & Expectations
#TMCS
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: TBD
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
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.
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.
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.
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.
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.
#TMCS
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