Client Service Representative

Quincy, Massachusetts | Freelance | Job ID #45569 |
Posted Last Month
 
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Onward Search is a proud partner with a local leader in finance / asset management. Our client is ramping up their Client Service team and look to hire multiple Client Service Representatives who will follow established procedures, respond to incoming telephone inquiries from various clients. In this role you will 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.

Job Description:

  • Responds to incoming phone calls from existing and potential clients
  • Processes a variety of routine and complex financial & non-financial transactions
  • 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 & answer questions.
  • Maintains proper documentation
  • Responds to incoming phone calls about products
  • Processes various financial & non-financial transactions as requested by customers following documented department procedures
  • Meet standards for productivity & quality
  • Resolves basic account problems & questions; initiates research on more complex problems by directing to appropriate work area for resolution
  • Maintains proper documentation

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

Apply today, we look forward to reviewing your resume!

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Disclaimer:

  • 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.
  • 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.
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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.

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, nationally and internationally. Candidates must be at least 18 years old to be considered for employment. AA/EOE/M/F/D/V