Financial Customer Service Representative
Share
Job Location:
Chandler, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
POSITION: Customer Service Representative
FULLTIME:11/03/2025 to 11/02/2026
LOCATION: Chandler AZ
SCHEDULE: Training Hours Monday through Friday 9:30am - 6:00pm EST Will follow schedule selected at offer time once training is completed
Tuesday - Saturday 1:30 ET- 10:00pm ET
PAY RANGE: $21/HR
(Exact compensation may vary based on skills experience and location. Base pay information is based on market location.)
JOB DESCRIPTION:
Wealth Management Client Services Banking and Brokerage Department assists with inbound inquiries from clients regarding their Banking Products and Investment accounts. Our primary function is to provide client facing support for high-net-worth clients who have a full-service relationship with a Financial Advisor. Inquires include but are but limited to: Balance Inquiries Account Maintenance Online Navigation/Maintenance Transaction Research
REQUIRED skills-
REQUIREMENT of 2 or more years of customer service experience and below skills.
Must possess the skills to navigate between multiple screens/systems 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
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
Key Skills
- Typing
- Data Entry
- Customer Service
- Basic Math
- Computer Skills
- Windows
- Banking
- Upselling
- Pricing
- Sanitation
- Cash Handling
- Stocking
About Company
Finding Good People, For Great CompaniesWe Know Talent Looking to Work? Get Started Looking to hire? Get Started We Know Talent Our more than 40 years of recruiting experience at Canon positions us as the number one talent search and management partner for workplaces of the future. So ... View more
