Client Services Representative I

You will work as a Client Services Representative, taking high-volume inbound phone calls and helping callers make significant financial decisions. The role involves learning new concepts, researching information, and demonstrating critical thinking to provide solutions.

Requirements

• 2+ years of proven customer support or client service experience
• Dependability and reliability
• Skilled communication
• Active reading and listening
• High resourcefulness and critical thinking
• Action-oriented with excellent problem-solving and follow-through skills
• Strong sense of responsibility and detail orientation
• Multitasking and good judgement
• High learning agility and adaptability to new technology
• Authenticity, respect, and engagement
• Ability to work overtime hours

Benefits

• Competitive base salary
• Individual annual performance bonus
• Capital's annual profitability bonus
• Retirement plan with 15% company contribution
• Generous time-away and health benefits
• Flexible work options
• 2-for-1 matching gifts for charitable contributions
• Annual grants for organizations you love
• On-demand professional development resources