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      Client Financial Services

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      Client Financial Services reviews

      Not Great - Customer Service Representative Client Financial Services Employee Review

      1.0
      Mar 6, 2023
      Customer service representative
      Recommend
      CEO approval
      Business outlook

      Pros

      They have friendly staff and management.

      Cons

      There’s 40 hours of PTO a year and 16 hours UTO. We have no downtime, they are very strict, there is a no call in policy, they need to pay way more because the work is very hard and tedious. Very understaffed and they do not appreciate the staff they have. And the bosses are always out for the day making it hard to communicate.

      avatar
      Client Financial Services Response
      3y
      We understand that a call center job can be challenging. We strive to give our patients the best in customer service. As far as time off, new hire employees receive 16 UTO hours (2 unpaid days) on their start date. Once they hit their 90 days, they will receive 40 PTO hours (5 paid days). Their time off will renew on their yearly hire date anniversary. We have a standard call-in policy that all employees agree and adhere to. While we are remote, our teams do have supervisory staff that is available to assistance employees. We appreciate our staff and the great work that they do!

      Explore other reviews about Client Financial Services

      5.0
      Aug 23, 2025
      Customer service representative
      Recommend
      CEO approval
      Business outlook

      Pros

      Supportive environment, great job training, work remotely after training.

      Cons

      None that I can think of.

      4.0
      May 26, 2015
      Customer service representative
      Recommend
      CEO approval
      Business outlook

      Pros

      Rate of pay is great, people you work with are amazing. The owners are nice and the benefits are wonderful. You have your own cubical and can decorate. All in all I LOVE my job but there are definitely things I would change.

      Cons

      The supervisors/senior reps don't seem to really care about anything other than what they have going on. Supervisor call? They can call back. 13 calls holding, yeah they wont log in. Its so frustrating being the only one that does anything. The fact that you can't have your phone with you is bologna and the dress code needs some work.

      1
      avatar
      Client Financial Services Response
      10y
      Thank you for your review. We are happy to hear you enjoy the rate of pay and your co-workers! Oftentimes Supervisors and Senior Representatives are handling Client projects that have a deadline and must be completed first. We will make sure you have appropriate assistance on your team to handle incoming calls. **Update 11/1/17 Cell Phone Policy has been amended to allow cell phones in the employee lunchroom where patient information is not at risk. The dress code is pretty standard for offices, business casual. There are three days a week (Mon/Wed/Friday) that casual dress (jeans) are allowed so we hope you enjoy those days!
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