Client Support Representative
Location
monterrey, monterrey
Job Type
Full-time
Category
Other-General
Posted
June 02, 2026
Overview
SWIVEL is seeking an individual to provide internal and external customer service support, including relationship management and daily interaction with financial institutions.
Responsibilities- Provide support to financial institutions for escalated or time‑sensitive issues and assist with questions regarding reports.
- Handle support line, assist with procedures, inquiries, and problem resolution, and provide training.
- Perform time‑sensitive ECM reconciliation for clients.
- Resolve inbound and make outbound service calls regarding Auto Pilot product inquiries and problems.
- Service complex calls, questions, or problems from Auto Pilot clients and SWIVEL users.
- Refer unique, highly complex problems to appropriate resources to resolve system‑related defects.
- Create internal management reports and assist with special projects as needed.
- Some college preferred or...