We've asked 29,000 workers what matters most to them. Join our webinar on April 13th to find out what they said! Click here to read more.


Questions? 1-888-481-3375

Client Service Representative

San Diego, CA

Apply Now


A Financial Institution is looking for a Client Service Representative located in Kearny Mesa. This is an onsite essential role and an excellent, fully benefited, this is a Contract-to-Hire position with possibility opportunity of Direct Hire with a reputable company. Offering $20/hr.

Responsible for delivering account management services. The role requires a high level of problem solving, an attention to details, the ability to research and understand business processes along with total loss insurance claims will be about 50 percent of the job, 25% will be processing and excellent customer relations skills.

Client Service Representative Duties:

Ensures quality service standards are exceeded for clients and lessees.

• Maintains strong relationships and communication practices with clients.

• When the departmental workload requires, provides service to lessees, and assists with data entry and processing specialist position.

• Making outbound & taking inbound phone calls and emails.

• Communicating directly with credit unions on end of term issues and resolutions.

• Prepares for customer and client inquiries by studying products, services, and processes and offers options and solutions accordingly.

• Responds to client & customer inquiries; reviews previous notes & responses, gathers & research documentation to respond in a most timely manner.

• Documents client inquiries and responses in customers' accounts.

• Improves quality service by recommending improved processes, and/or service applications.

• Updates job knowledge by participating in educational opportunities.

• Provides training of clients in leasing operations, on-boarding, and implementation.

• Understands The Seamless Lease Connection from an operational perspective and makes recommendations for improvements.

• Assists with software testing of The Seamless Lease Connection and reports feedback.

• Updates and creates user guides, program guides, operating procedures, and training presentations.

• 15% travel to client locations is required.

• Performs other related duties as assigned.


Job Requirements

Client Service Representative Requirements:

  • 5 years experience in account management/client/customer service required.
  • Accurate processing and data entry is required.
  • Finance, banking and credit union industry knowledge and experience is a plus.
  • Demonstrated proficiency in Microsoft Office tools, including Word, Excel, PowerPoint, and Outlook.
  • Ability to read and comprehend instructions, correspondence, and memos.
  • Ability to write correspondence, user guides, procedures, and presentations.
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages is needed.
Apply Now Applicant Privacy Policy