Client Services Representative

NOW HIRING: CLIENT SERVICES REPRESENTATIVES

Contract Duration: 6 months

📍 St. Petersburg, FL

🏢 Hybrid | 3 Days Onsite + 2 Days Remote

💰 $25.00–$27.49/hour

🕘 Monday–Friday | 9:00 AM–6:00 PM ET

👥 2 Openings

📅 Target Start Date: October 12, 2026

We’re seeking Client Services Representatives to join a leading financial services organization in St. Petersburg, FL.

This is a great opportunity for someone with strong customer service and communication skills who enjoys helping clients, solving problems, and working in a fast-paced environment.

⭐ What You’ll Do

📞 Answer inbound calls from clients and provide exceptional customer service

🔐 Assist with common account-access requests, including:

Username and password resets

Address changes

Phone number updates

General account and service inquiries

🔎 Research questions and determine the appropriate resolution

💻 Navigate multiple systems while assisting customers

⌨️ Document customer interactions accurately while on the call

🤝 Coordinate with other departments to resolve more complex issues

📝 Follow established policies, procedures, and service standards

📬 Follow up with customers as needed to ensure satisfaction

🎯 Maintain a strong focus on quality, accuracy, compliance, and customer experience

✅ What You Bring

Required:

2–3 years of recent customer service experience

Call center/customer contact center experience is highly preferred

High school diploma

Ability to type while talking on the phone

Ability to navigate multiple computer systems simultaneously

Experience using dual monitors

Proficiency with:

Microsoft Word

Microsoft Outlook

Basic Microsoft Excel

Minimum typing speed of 40 WPM (the data test will be provided to complete)

Excellent verbal communication and customer service skills

Ability to clearly understand and communicate with customers

Strong attention to detail and accuracy

Reliable attendance and punctuality

⭐ Preferred Experience

Banking experience

Financial services experience

Experience working in a high-volume customer service environment

🏢 Hybrid Schedule

This position is hybrid, with:

3 days onsite in St. Petersburg, FL

2 days working from home

Wednesday is mandatory onsite

Monday or Friday is also mandatory onsite

Your third onsite day can be selected by you

💻 A company laptop will be provided.

🕘 Schedule

9:00 AM–6:00 PM ET

Includes a 1-hour lunch.

⏰ Candidates must be logged in and ready to work at 9:00 AM.

The role follows a structured attendance policy, and reliable attendance and punctuality are essential.

📚 Training

Approximately 1–2 weeks of training

Includes hands-on learning and mock customer interactions

Training will prepare you to handle a variety of customer scenarios and systems

📌 Important Opportunity Details

2 positions available

Temporary assignment

Extension or potential permanent employment may be possible based on business needs, but is not guaranteed

Local candidates in the St. Petersburg, FL area only

Candidates must have reliable transportation and reliable high-speed internet for remote work

🔎 Background Check

Candidates who receive an offer will be required to complete a fingerprint-based background check.

The review process may require additional documentation regarding prior incidents or records. Candidates should be prepared to provide supporting documentation if requested. The process can take approximately 2–3 weeks.

📩 Interested in learning more? Apply today with your updated resume!

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