Client Services Representative

• Respond to incoming customer calls, emails, and messages regarding banking products, services, and inquiries
• Provide accurate information about account balances, transactions, interest rates, fees, and other banking topics
• Troubleshoot, investigate, and escalate billing discrepancies, account errors, and transaction disputes
• Educate customers on online and mobile banking self-service options
• Identify opportunities to deepen customer relationships through product recommendations and accurate referrals
• Maintain knowledge of the bank’s policies, procedures, products, and services
• Cross-sell or upsell bank products and services based on customer needs
• Record and maintain customer interactions, transactions, and inquiries in the bank’s CRM system
• Collaborate with team members and supervisors to resolve complex customer issues
• Adhere to call center metrics, including average handling time, first call resolution, and customer satisfaction ratings
• Stay updated on industry trends, regulations, and banking policy changes
• Review and follow information security guidelines and report potential threats
• Protect confidential and sensitive information
• Follow applicable banking laws and regulations, including the Bank Secrecy Act, Anti-Money Laundering Act, Red Flags, Consumer Privacy, and Fair Lending laws
• Communicate with supervisors and management about policies, procedures, conduct, and job functions
• Participate in training sessions and policy updates
• Assist with scheduling and other management-directed tasks
• Work scheduled and needed hours at designated locations and accept additional work as needed

Client Services Agent

• Support the Account Manager and client service team with clients’ financial, administrative, and business management needs
• Communicate with clients, teams, vendors, and partners
• Coordinate scheduling, calls, meetings, and client requests
• Compile reports, updates, and documentation
• Gather data on tour results, cash flow, and tax outcomes
• Maintain records of contracts, insurance policies, compliance documents, and renewals
• Support healthcare enrollment and business filings
• Maintain bookkeeping records, reconciliations, and account workbooks
• Prepare cash flow projections, payment documentation, tax workpapers, and audit materials
• Prepare client payments including checks, wires, ACH transfers, and credit card transactions
• Track accounts payable/receivable, invoices, commissions, and disbursements
• Monitor bank activity, balances, deposits, and discrepancies
• Coordinate with Tour, Personal Services, Royalties, Tax, and Payroll departments
• Draft correspondence, reports, and documentation
• Maintain systems, databases, and records
• Support client, vendor, and staff onboarding and offboarding
• Track assignments, workload prioritization, deadlines, and deliverables
• Prepare meeting agendas, document notes, and track action items
• Support team efficiency, standardization, onboarding, training, and operational improvements

Assistant Account Manager, Client Services – Level Group

• Lead client relationships as a primary point of contact for assigned accounts
• Partner with Delivery Managers and Technical Leads to keep projects on track, remove blockers, and promote quality and accountability
• Build and execute account plans to expand client accounts and identify new opportunities
• Connect UDig capabilities to client goals and broader business outcomes
• Provide insights, best practices, and recommendations to strengthen client partnerships
• Represent UDig as a strategic advisor, storyteller, and relationship builder
• Track and measure client satisfaction across engagements
• Collaborate with sales, marketing, and delivery leadership to align efforts and drive firm-wide growth in Nashville

Client Services Representative jobs in Tennessee

Client Services Agent

Assistant Account Manager, Client Services – Level Group

Client Services Lead