Job Description

Client Services Representative – Investment Banking Office Call Center

Location: Downtown Chicago (Onsite)

Schedule: Monday–Friday | 7:30 AM – 4:00 PM - OnSite 3 days/week - 2 days remote

$20/hr W2 - Contract opportunity - Work and learn in a desired corporate bank office!

We will train you! Prefer some client service experience. Bi-lingual / Spanish is preferred.

A well-established investment banking corporate office in downtown Chicago is seeking a Client Services Representative to support its growing operations team. This is a high-volume, client-facing role that requires professionalism, attention to detail, and strong communication skills.

Key Responsibilities:

Answer a high volume of inbound and outbound calls, providing timely and accurate support
Log all client inquiries and resolutions using CRM software
Perform transactional processing (ACH transfers, stop payments, wire transfers, account maintenance)
Troubleshoot and resolve client issues efficiently, offering alternatives when needed
Assist retirees in setting up and navigating online applications
Support clients with professionalism and patience, especially when dealing with elderly or health-challenged individuals
Maintain up-to-date knowledge of internal systems and processes through ongoing training
Work both independently and collaboratively within a team setting

Qualifications:

Experience in a client servicing environment with back-to-back phone call handling is strongly preferred
Strong verbal, written, and phone communication skills
Good writing and typing skills
Comfortable learning and navigating multiple computer applications
Internet-savvy; ability to assist clients with basic online navigation
Experience with Microsoft Office, particularly Excel
Courteous, patient, and empathetic demeanor – especially when working with an older population
Stable internet connection with ability to hardwire into a router/modem for remote work as needed
Bilingual in Spanish is preferred

Please submit your resume today for consideration! This role will close quickly!!

Job Tags

Contract work, Work at office, Remote work, 3 days per week, Monday to Friday,

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