Client Service Representative
3 weeks ago
Job Title: Client Service Representative
Location: Boston, MA – Role is onsite 100%
Duration: 3 - 6+ month contract with intent of conversion to full-time
Role Summary
The client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.
RESPONSIBILITIES INCLUDE
- Responds to incoming phone calls from existing and potential clients about clients products.
- Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
- Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
- Communicates by telephone, fax, and email correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
- Maintains proper documentation of telephone calls and performs additional duties as requested.
- Interacts with other departments within the Service Center to resolve problems and answer questions.
REQUIRED QUALIFICATIONS
- Associate’s Degree or equivalent work experience
- Customer service experience preferred
- Strong communication and analytical skills
- Strong attention to detail and organizational skills
- General knowledge of Microsoft Office products preferred
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