Client Service Associate

Quincy, Massachusetts | Freelance | Job ID #49826 |
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We have a great opportunity for a Client Service Representative! If you excel at following established procedures, responding to incoming telephone inquiries from various clients and provide clients with clear information than keep reading! This role will provide general product and account information, process various transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.


  • Responds to incoming phone calls from existing and potential clients.
  • Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
  • 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.
  • Interacts with other departments to resolve problems and answer questions.
  • Maintains proper documentation of telephone calls.
  • Responds to incoming phone calls about products while utilizing all available resources.
  • Processes various financial and non-financial transactions as requested by customers following documented department procedures.
  • Meets the 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.


  • 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.


Employer Details:

  • Onward Search is an equal opportunity employer, dedicated to a policy of non-discrimination in an employment with regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, veteran status or any other classification protected by federal, state and local laws and ordinances. Candidates must be at least 18 years old to be considered for employment. EOE/M/F/D/V/SO.
  • In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
  • The client is unable to support 1099 / Corp-to-Corp or Independent Contractor arrangements at this time. All freelancers will be paid as W2 employees.
  • Onward Search is a drug-free workplace.
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About Onward Search

Onward Search helps connect digital, creative and marketing talent with choice jobs at the nation's most recognized companies and digital agencies. We offer a full range of recruitment and staffing solutions to include contract, temp-to-perm, and permanent / executive search placement.