Client Service Administrator

Job Description

Insight Global is hiring for a Client Service Administrator with a large financial services client in Phoenix, AZ and Fairfield, IA. This position does require to work onsite 5 days a week. The Client Service Administrator will assist in the below tasks:

Call scheduling (talking with up to 100 people a day)

o Making sure people are available to answer the phones

o Helping the transition team

o Will be able to take the call and give them the piece of mind that they're being taken care of

Entering call consultation notes in Compass as a campaign

Assist with staffing the phone loop - couldn't answer much beyond very basics, but the caller at least got a live person and could have an idea of roughly when their consultants meeting was over or such. Or our admin could sometimes catch them coming out of a meeting and go ahead and transfer over.

Monitor voicemail box and distro to make sure things weren't getting accidentally buried and overlooked, submitting things from this distro like TOA reimbursements

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to . The EEOC "Know Your Rights" Poster is available here .

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Skills and Requirements

Customer Service mindset (white glove service)

Can complete a 30-40 words per minute typing test

Experience taking inbound calls (doesn't have to be call center)

o Talk Desk or other phone software systems

Professional maturity, will be on external facing calls not just internal calls

Basic Understanding of Microsoft Suite (Excel, Outlook, Simple Functions)

Strong organization skills

Can pass a background check Financial Industry experience

Enjoys being challenged null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to .