Client Service Representative

3 days ago

New Castle, Delaware, United States BCforward Full time
Job Title: CSR Client Service Representative

BCforward is seeking a highly motivated CSR Client Service Representative for an opportunity in Newark, DE 19713. The ideal candidate will have a strong background in client service and be able to work independently with minimal supervision.

Job Responsibilities:
  • Provide exceptional client service and support to clients
  • Manage client relationships and identify opportunities for growth
  • Develop and implement strategic plans to meet client needs
  • Collaborate with internal teams to ensure seamless service delivery
  • Identify and resolve client issues in a timely and professional manner
Requirements:
  • Minimum 3 years experience in client service
  • Strong client management skills
  • Strong risk management, strategic thinking and planning skills
  • Highly motivated, ability to act without direct supervision
  • Excellent time management and prioritization skills
  • Creative problem solving skills - working across the organization to solution issues and implement for the client
  • Communication skills - excellent oral and written business communication skills, ability to present information clearly and concisely to groups, ability to chair facilitate meetings with client and managers
  • Identify and promote service improvement, efficiencies and opportunities
  • Proficiency in MS Office Products (Word, Excel, PowerPoint)
Preferred Skills/Experience:
  • ERISA and retirement plan knowledge
  • Benefit Payment experience
  • Position Summary
  • Clearance, Settlements, Client Inquiries, Custody and various other aspects in support of our Broker Dealer clientele.
Education:
  • Bachelor degree - Business preferred
Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work. BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process. This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

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