Client Support Representative

Overview

SWIVEL is seeking an individual to provide internal and external customer service support, including relationship management and daily interaction with financial institutions.

Responsibilities

• Provide support to financial institutions for escalated or time‑sensitive issues and assist with questions regarding reports.
• Handle support line, assist with procedures, inquiries, and problem resolution, and provide training.
• Perform time‑sensitive ECM reconciliation for clients.
• Resolve inbound and make outbound service calls regarding Auto Pilot product inquiries and problems.
• Service complex calls, questions, or problems from Auto Pilot clients and SWIVEL users.
• Refer unique, highly complex problems to appropriate resources to resolve system‑related defects.
• Create internal management reports and assist with special projects as needed.

Qualifications

• Some college preferred or equivalent work experience.
• Minimum 2–3 years of coordinating client support for company products or high‑level customer service in a financial institution or call center.
• Excellent interpersonal, organizational, communication (written and oral), and telephone etiquette skills.
• Work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
• Working knowledge of personal computers, including MS Word, Excel, and Internet.
• Ability to sit for long periods while executing computer applications and responding to customer correspondence.
• Ability to lift 10–20 lbs.
• Pre‑employment drug testing required.