Investment Banking
Contract or Temporary

Our client is a global financial services institution looking for a Client Services Representative to join their team on a 6-month temp-to-perm contract.

This role will primarily interact with internal clients and perform routine operational tasks in the lifecycle of transactions including billing, payments, data entry, reporting and responding to client queries.

Key Responsibilities:

  • Support clients by responding to phone, email and other inquiries regarding company products, services, and procedures.
  • Investigates errors in client accounts and statements.
  • Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
  • Reviews daily open items to ensure proper follow-up and closure.

This role will suit a candidate who is a recent bachelors degree graduate or a candidate with 1-2 years’ total work experience.

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