Insight Global is seeking a Client Services Specialist for a top financial services client. This candidate will serve as a primary point of contact for customers, delivering high-quality support across phone, email, and in-person interactions. They will troubleshoot issues, assist with account-related needs, and provide guidance on financial products and services. The ideal candidate is detail-oriented, bilingual, and thrives in a fast-paced environment while maintaining a strong focus on customer satisfaction and compliance.

Day-to-Day

Respond to incoming customer calls and emails in a timely and professional manner Resolve customer issues and queries on first contact while building strong relationships Assist customers with account openings, transactions, and in-branch support Identify customer financial needs and guide them to appropriate resources or channels Meet KPIs related to call quality, productivity, and response times Stay up to date on products and services offered Ensure compliance with internal regulations and procedures Perform additional administrative and support duties as needed

REQUIRED SKILLS AND EXPERIENCE

Bilingual in English and French (written and verbal) 2+ years of customer service experience (call center preferred) 1+ year experience in financial services (branch exposure preferred) Strong communication and interpersonal skills Ability to multitask, stay organized, and adapt in a fast-paced environment Strong problem-solving skills with high attention to detail Experience building and maintaining client relationships Proficiency in Microsoft Office (Word, Excel, Outlook) Knowledge of AML/KYC requirements

NICE TO HAVE SKILLS AND EXPERIENCE

Experience with banking systems (e.g., DNA) Prior branch or in-person banking experience Proven track record in financial services customer support environments

Pay range starting at $22/hour. Please Note: We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.