Client Service Representative

2 weeks ago


Fredericksburg, Virginia, United States Revolution Technologies Full time
Temporary to Permanent Opportunity

We are seeking a highly professional Client Service Associate to join our team on a temporary to permanent basis. As a key member of our branch team, you will provide exceptional customer service and support to our clients and internal stakeholders.

Key Responsibilities:
  • Provide quality service to clients and internal stakeholders, responding to inquiries and resolving issues in a timely and professional manner.
  • Assist Financial Advisors and Sales Assistants with account opening and maintenance, ensuring accurate and efficient processing.
  • Enforce documentation requirements and industry policies, including Anti-Money Laundering and Know Your Client.
  • Process basic department-related reports and contact stakeholders to resolve account issues.
  • Support and comply with established policies and procedures, recommending suggestions for improvement as needed.
Requirements:
  • High School Diploma or equivalent required; Bachelor's degree preferred.
  • Strong written and verbal communication skills, with ability to maintain a professional demeanor at all times.
  • Working knowledge of Microsoft Office Suite (Outlook, Word, Excel).
What We Offer:

We offer a competitive hourly rate of $21 per hour, with the opportunity to become permanent. Our branch is located in Fredericksburg, VA, and we are seeking a local candidate who can work 8 hours on Mondays and Fridays, with a flexible schedule negotiable.



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