Client Services Representative IV

New York, NY

Onsite  -  IT - Business Systems / Data / Analyst  -  Contract  -  Job ID: 24-00939

Title: Client Services Representative
Location: New York, NY 10022 (HYBRID 3 days ONSITE)
Duration: 6+ month contract
Compensation: $35-40/hr
Work Requirements: US Citizen, GC Holders or Authorized to Work in the U.S. 

If interested and qualified, please email your resume to Cindy Tran at!

Job Summary:

  • Performs the most complex of duties assisting clients including opening accounts, problem resolution, transaction processing, and servicing of loans.

Essential Duties and Responsibilities:

  • Responds to inquiries or complaints received through phone calls, correspondence and/or face-to-face contact with clients concerning the bank's products or services.
  • Reviews and researches requests or problems obtaining necessary information from policies, procedures or practices.
  • Coordinates problem resolution with appropriate departments. Informs customers of standard procedures or resolution of problem.
  • Follows up, either verbally or in writing, to ensure customer satisfaction.
  • Determines best method to resolve problems to ensure customer satisfaction and adherence to company policies.
  • Acts as a liaison between clients and company.
  • Provides feedback to sales, quality assurance and product management.
  • May compile information, prepare reports or summaries, and submit for review.
  • Recommends changes to existing policies and procedures.
  • May provide guidance to less experienced representatives.
  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

  • Company policies, procedures, practices, products and services.
  • Banking operations, procedures, and policies.
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Mathematical abilities sufficient to process and balance daily business transactions.
  • Written and verbal communication skills sufficient to interact effectively with external and internal clients.
  • Organize and prioritize workload to meet deadlines.
  • Provide courteous, timely service when addressing client issues and transactions.
  • Use good judgment in responding to complex client issues.
  • Coach staff on client services issues.

Educational/Previous Experience Requirements:

  • High School Degree or equivalent with three (3) years of customer service experience. ~or~ An equivalent combination of education, experience and/or training approved by Human Resources.

About INSPYR Solutions

Technology is our focus and quality is our commitment. As a national expert in delivering flexible technology and talent solutions, we strategically align industry and technical expertise with our clients’ business objectives and cultural needs. Our solutions are tailored to each client and include a wide variety of professional services, project, and talent solutions. By always striving for excellence and focusing on the human aspect of our business, we work seamlessly with our talent and clients to match the right solutions to the right opportunities. Learn more about us at

INSPYR Solutions provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, INSPYR Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.