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Robert Half Client Services Representative in Methuen, Massachusetts

Description We are offering an exciting opportunity for a Client Services Representative in Methuen, Massachusetts, United States. As a Client Services Representative, you will act as a bridge between our customers and our credit union, addressing multiple financial needs. You will also support various operation management activities and administrative tasks.

Responsibilities

• Facilitate communication between credit union and members

• Assist with the establishment of new memberships

• Manage and maintain account details for customers

• Oversee consumer and real estate loans processing

• Handle debit card fraud issues and manage IRA accounts

• Support the operations manager in supervising the teller line and cash management activities

• Resolve customer issues in a timely and effective manner

• Perform various administrative tasks including general ledger postings and report preparation

• Promote credit union products to members

• Utilize computer programs and CRM to manage customer interactions

• Answer inbound calls in a detail oriented and courteous manner

• Use Spanish language skills to assist Spanish-speaking customers

• Maintain NMLS registration and adhere to its guidelines. Requirements • Minimum of 2 years experience in a client services role or similar position

• Proficiency in various computer programs including Microsoft Office Suite

• Experience with CRM software, preferably Salesforce

• Strong ability in answering inbound calls and providing excellent customer service

• Fluency in Spanish is highly preferred

• Current NMLS license or the ability to obtain one within a specified timeframe

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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