Opportunity Description
Job Description
Insight Global is seeking a Client Services Specialist for a top financial services client. This candidate will serve as a primary point of contact for customers, delivering high-quality support across phone, email, and in-person interactions. They will troubleshoot issues, assist with account-related needs, and provide guidance on financial products and services. The ideal candidate is detail-oriented, bilingual, and thrives in a fast-paced environment while maintaining a strong focus on customer satisfaction and compliance.
Day-to-Day:
Respond to incoming customer calls and emails in a timely and professional manner
Resolve customer issues and queries on first contact while building strong relationships
Assist customers with account openings, transactions, and in-branch support
Identify customer financial needs and guide them to appropriate resources or channels
Meet KPIs related to call quality, productivity, and response times
Stay up t...
Insight Global is seeking a Client Services Specialist for a top financial services client. This candidate will serve as a primary point of contact for customers, delivering high-quality support across phone, email, and in-person interactions. They will troubleshoot issues, assist with account-related needs, and provide guidance on financial products and services. The ideal candidate is detail-oriented, bilingual, and thrives in a fast-paced environment while maintaining a strong focus on customer satisfaction and compliance.
Day-to-Day:
Respond to incoming customer calls and emails in a timely and professional manner
Resolve customer issues and queries on first contact while building strong relationships
Assist customers with account openings, transactions, and in-branch support
Identify customer financial needs and guide them to appropriate resources or channels
Meet KPIs related to call quality, productivity, and response times
Stay up t...
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