Position: Customer Service Representative (Client Services) – JP223538

Location: Jacksonville, FL (Fully Onsite)

Contract: 9/8/2026 – 9/7/2027 (Potential for Extension or Permanent Placement)

Pay Rate: $21.00/HR, Paid Weekly

Shift Availability: Monday – Friday; Multiple Shift Available Below

Training: Held Monday – Friday from 9:00 AM – 5:30 PM EST. Upon completion of training, employees will transition to the schedule selected at the time of the offer.

Available Schedules:

All schedules are listed in Eastern Time:

• Tuesday – Saturday, 10:00 AM – 6:30 PM
• Tuesday – Saturday, 10:30 AM – 7:00 PM
• Sunday – Thursday, 11:00 AM – 7:30 PM
• Sunday – Thursday, 10:30 AM – 7:00 PM
• Monday, Tuesday, Friday, and Saturday, 9:00 AM – 8:00 PM

Position Overview:

The Wealth Management Client Services Banking and Brokerage Department assists clients with inbound inquiries regarding their banking products and investment accounts.

The primary responsibility of this position is to provide high-quality support to high-net-worth clients who have full-service relationships with Financial Advisors. Inquiries may include balance questions, account maintenance, online account navigation, digital account updates, and transaction research.

Key Responsibilities:

• Provide clients and internal partners with clear, complete, and accurate responses at the point of contact.
• Assist clients with balance inquiries, account maintenance, online navigation, and transaction research.
• Deliver effective and efficient operational support to internal business partners and external clients.
• Accurately authenticate clients and comply with all established policies and procedures.
• Proactively identify and escalate potential risks.
• Navigate multiple applications and systems to research policies, products, services, and account issues.
• Document relevant information quickly and accurately while keeping the client fully engaged.
• Resolve and de-escalate challenging client situations professionally and respectfully.
• Deliver a positive experience that helps improve customers’ financial lives.

Required Qualifications:

• At least two years of customer service experience.
• Strong customer service and client-support skills.
• Ability to navigate multiple screens and systems simultaneously.
• Ability to type accurate and detailed notes while remaining engaged with the client.
• Proficiency in Microsoft Outlook, Word, and PowerPoint.
• Excellent written and verbal communication skills, including strong grammar.
• Ability to work well under pressure in a fast-paced, high-volume, and continuously changing call center environment.
• Strong problem-solving and de-escalation skills.
• Ability to handle confidential and sensitive information responsibly.
• Positive attitude and willingness to accept coaching and feedback.
• Flexible, ambitious, dependable, and self-motivated.
• Consistent attendance and punctuality are essential for this position.

Workplace Expectations:

• Cell Phones: The manager will review designated areas and approved times for personal phone calls.
• Dress Code: Professional business-casual attire is required for both the interview and the assignment.
• Attendance: Consistent daily attendance is required. Employees must follow the proper call-out procedures and notify the attendance line, direct supervisor, and staffing vendor of any absence.
• Punctuality: Employees are allotted up to 16 hours of time off during their first 90 days. Candidates are strongly encouraged not to schedule time off during training.
• Training Environment: Candidates must be comfortable participating in virtual training while onsite. Please do not bring personal comfort items, such as blankets, into the workplace.

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 state. 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 hr@canonrecruiting.com