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Professional Service Representative
2 weeks ago
As a Customer Service Representative, your key responsibilities will include:
- Responding to inbound client inquiries via phone, assisting with investment accounts, processing transactions, and resolving account-related issues with professionalism.
- Providing guidance on various account types, such as IRAs, individual accounts, and trusts, ensuring compliance with applicable rules and regulations.
- Using a consultative approach to position products and services that meet client needs, documenting all interactions thoroughly in case notes.
- Executing administrative tasks associated with client requests, ensuring follow-up actions are completed accurately and efficiently.
The ideal candidate will have a strong understanding of investment products, account types, and industry regulations. They will stay updated on financial market trends and apply this knowledge to assist clients.