Client Services Representative (Banking) jobs in Gainesville, FL

Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

Recently Added Client Services Representative (Banking) jobs

C
CSA - Client Services Associate
  • Campbell & Company, Wealth Advisors, and Certified Public Accountants
  • Inverness, FL FULL_TIME
  • Title: Client Services Associate.
    Functions: Administrative.
    Type: Full Time.
    Salary: Salary.
    Experience: 1 - 3 years of Client Services Experience in Insurance & Investments required.

    Company Overview:

    Campbell & Company, Wealth Advisors and Certified Public Accountants is a full-service CPA and financial services firm. Jackie Campbell is held to a fiduciary responsibility to her clients. This is important when seeking counsel for your financial well-being.

    Position Highlights:
    • Campbell & Company, Wealth Advisors, and CPAs are seeking a Client Services Associate.
    • You’ll have between one and three years of experience serving clients within the financial services industry, preferably in the fields of managed money and fixed insurance products.
    • You are accustomed to working with insurance carriers and custodians.
    • You understand the language of the financial service and can navigate through the process with ease.
    • You are customer-focused, administratively sound, and computer literate.
    • You will interact with clients and vendors both face-to-face and over the telephone.
    • You will easily connect and develop relationships with prospects and existing clients and build a solid foundation of trust through integrity.
    Benefits:
    • Paid Time Off, Holidays, 401(k), Life Insurance, Long Term/Short Term Disability Coverage, Health Insurance Reimbursement, and more.
    Duties and Responsibilities include, but are not limited to:
    • Must have Redtail Software & Charles Schwab platform Experience.
    • Answers the phone and assists with greeting incoming clients.
    • Takes phone calls from existing clients directed toward the advisor.
    • Responsible for supporting the Client Relationship Management (CRM) process within the agency.  
    • Completing new account applications and maintenance documents. Review for accuracy.
    • Submit, follow up, and file all client documentation to process business through vendors such as RIA, Broker/Dealer, and Insurance affiliates. Build and maintain strong relationships with all partners.
    • Track and follow up on all new business and account openings and funding requests, and report to advisors regularly.
    • Handle client-initiated service requests.
    • Ownership of client files and filing system.
    • Always maintain current copies of documents needed for opening accounts or annuity applications.

    Qualifications:
    • 1 - 3 years of Client Services Experience in the Financial Services Industry required. Experience with Managed Money, Annuities & Life Insurance is preferred.
    • Strong communication, writing, and a sense of professionalism.
    • Must provide stellar customer service to clients and co-workers. A self-starter.  Have a “can-do” attitude that is willing to do whatever it takes to get the job done.
    • Confident with using a computer and engaging in relevant software applications such as Microsoft Office Suite (including Word, Excel, PowerPoint, and Outlook) & Client Management Systems.
    • Communicate effectively, both verbally and in writing to agents, clients, and third parties.
    • Work successfully in a fast-paced work environment.
    • Ensure adequate follow-up and closure on daily tasks and projects.
    • Handle confidential information in a discrete and professional manner
  • 15 Days Ago
Apply this Job
S
Client Services Specialist - Outpatient
  • SMA Healthcare Inc
  • Inverness, FL FULL_TIME
  • Top reasons to work for SMA Healthcare: Career growth and advancement potentialGreat benefits such as: Health, Dental, Vision, Life, & Disability InsuranceTuition ReimbursementPaid Personal Leave (up ...
  • Just Posted
Apply this Job
S
Client Services Specialist - Outpatient
  • SMA Healthcare Inc
  • Palatka, FL FULL_TIME
  • Top reasons to work for SMA Healthcare: Career growth and advancement potentialGreat benefits such as: Health, Dental, Vision, Life, & Disability InsuranceTuition ReimbursementPaid Personal Leave (up ...
  • 27 Days Ago
Apply this Job
A
Guest Services Representative
  • ARAMARK Educational Services LLC
  • Gainesville, FL FULL_TIME
  • GUEST SERVICE REPRESENTATIVEEach Employee Must:Be eligible to work under all Federal, State, and Local laws.Be neat and well groomed.Be pleasant and have an upbeat personality.Be dependable, reliable ...
  • 8 Days Ago
Apply this Job
C
Client Service Representative
  • Community Care Veterinary Specialist
  • Gainesville, FL FULL_TIME
  • ResponsibilitiesOur CSRs are the first touchpoint to client interactions and provide exceptional customer service during every step of a visit to CCVSThe CSR handles in person, email and telephone int...
  • 20 Days Ago
Apply this Job
W
Guest Services Representative
  • Wing Zone | ARAMARK Educational Services LLC
  • Gainesville, FL FULL_TIME
  • GUEST SERVICE REPRESENTATIVE Each Employee Must: Be eligible to work under all Federal, State, and Local laws. Be neat and well groomed. Be pleasant and have an upbeat personality. Be dependable, reli...
  • 13 Days Ago
Apply this Job
View All Client Services Representative (Banking) Jobs
Salary Company Skills How To Become Job Openings
Filters

Clear All
  • Filter Jobs by companies
  • More
Salary Company Skills How To Become Job Openings

0 Client Services Representative (Banking) jobs found in Gainesville, FL area

M
Account Representative
  • Mariner Finance Llc
  • Gainesville, FL
  • Are you a goal-oriented individual? Are you looking to start your career at an industry-leading consumer finance organiz...
  • 4/24/2024 12:00:00 AM
Apply this job
V
Customer Service Representative - Vector Security Networks
  • Vector Security, Inc.
  • Gainesville, FL
  • ** Customer Service Representative - Vector Security Networks** **Job Category****:** Customer Service **Requisition Num...
  • 4/24/2024 12:00:00 AM
Apply this job
F
Customer Experience Manager Butler Plaza, Gainesville, Fla
  • Five Below
  • Gainesville, FL
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 4/22/2024 12:00:00 AM
Apply this job
A
CareerSource Customer Service Representative II
  • Alachua County Board of County Commissioners
  • Gainesville, FL
  • Salary : $37,960.00 Annually Location : Gainesville FL, FL Job Type: Full-Time Job Number: FY24-14341 Department: Commun...
  • 4/22/2024 12:00:00 AM
Apply this job
S
Customer Service Representative
  • Spherion
  • Gainesville, FL
  • Spherion Gainesville, FL has a client looking for a Billing and Customer Service Specialist to serve as primary contact ...
  • 4/22/2024 12:00:00 AM
Apply this job
R
Patient Outreach Representative (Full-Time)
  • Reverba
  • Gainesville, FL
  • ATTENTION: Gainesville (Florida) Locals Looking for full-time employment. This is a remote position: In order to be cons...
  • 4/21/2024 12:00:00 AM
Apply this job
U
Customer Service Assistant | Billing & Accounts Receivables - Customer Service
  • University of Florida Health
  • Gainesville, FL
  • **Customer Service Assistant | Billing & Accounts Receivables - Customer Service** **UF Health Physicians - Gainesville*...
  • 4/21/2024 12:00:00 AM
Apply this job
E
Customer Service Rep
  • Exactech, Inc.
  • Gainesville, FL
  • ** Customer Service Rep** **Job Category****:** Office & Clerical **Requisition Number****:** CUSTO001894 Showing 1 loca...
  • 4/21/2024 12:00:00 AM
Apply this job
View All Client Services Representative (Banking) Jobs

About Gainesville, Florida

Gainesville is located at 29°39'55" North, 82°20'10" West (29.665245, −82.336097), which is roughly the same latitude as Houston, Texas. According to the United States Census Bureau, the city has a total area of 62.4 square miles (161.6 km2), of which 61.3 square miles (158.8 km2) is land and 1.1 square miles (2.8 km2) is water. The total area is 1.74% water. Gainesville's tree canopy is both dense and species rich, including broadleaf evergreens, conifers, and deciduous species; the city has been recognized by the National Arbor Day Foundation every year since 1982 as a "Tree City, USA". Gain...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking) jobs
$36,061 to $47,934
Gainesville, Florida area prices
were up 1.5% from a year ago
View detail