Client Service Representative

4 weeks ago


Boston, United States Marchon Partners Full time

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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