Customer Service Representative (Client Account Services)
Customer Service Representative (Client Account Services)
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
POSITION: Customer Service Representative
FULLTIME: 10/6/25 - 10/5/26
LOCATION: Jacksonville FL
SCHEDULE:
Training Hours Monday through Friday 9:00am 5:30pm EST Will follow schedule selected at offer time once training is completed
Shifts:
Schedules will be provided when the new hires go live Open from 8:30a-6:30p EST Monday-Friday Will work an 8 hour shift between these hours. Possible shift options are as follows not guaranteed:
o 8:30a 5:00p (30 min lunch)
o 9:00a 5:30p (30 min lunch)
o 9:30a 6:00p (30 min lunch)
o 10:00a 6:30p (30 min lunch)
PAY RANGE: $21/HR
(Exact compensation may vary based on skills experience and location. Base pay information is based on market location.)
JOB DESCRIPTION:
Client Account Services (CAS) primary client is Financial Advisors and Client Associates. CAS provides general investment account maintenance support such as opening a new account maintaining existing accounts and enrolling accounts in new features. This can include (but is not limited to) providing tutorial assistance troubleshooting errors and document review.
REQUIREMENT of 2 or more years of customer service experience and below skills.
Must possess the skills to navigate between multiple screens and keep the client/internal partner fully engaged while quickly and accurately typing relevant notes and information
Computer Literacy and proficient in using Microsoft Outlook Word and PowerPoint is a REQUIREMENT
Ability to demonstrate flexibility and work well under pressure in a fast paced high call volume and constant changing call center environment
Strong communications skills great grammar and the ability to communicate with management peers and clients
Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
Positive attitude that embracing coaching as an opportunity to improvement in current role
Ability to handle confidential matters and sensitive information in a responsible manner.
Ambitious and self-motivating
Cell phones ( manager will discuss designated locations for calls and times calls can happen)
Dress code (professional business casual attire) REQUIRED ON INTERVIEWS AS WELL
Attendance (utilizing the proper call out duty line communicating with direct supervisor and vendor showing up for training/ work on the daily)
Punctuality (16 hours within first 90 days allotted) RECOMMENDED TO NOT HAVE TIME OFF DURING TRAINING PERIOD.
MUST BE ABLE TO WORK IN A VIRTUAL SETTING on site during training. PLEASE DO NOT BRING PERSONAL ITEMS SUCH AS BLANKETS.
WORKING CONDITIONS:
- May on occasion be exposed to loud sounds and distracting noise levels such as from office equipment.
- The ability to lift up to 30lbs
- Use of computers and technology
Here at Canon Recruiting People are our priority and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences Canon is able to improve the services and value we deliver to clients employees and customers. At Canon Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.
Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race national origin gender gender identity sexual orientation protected veteran status disability age or other legally protected status.
The pay range for this position is listed above. Base pay information is based on market location.
We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans.
For individuals with disabilities who would like to request an accommodation please email
Required Experience:
Unclear Seniority
Employment Type
Full Time
