Vacancy expired!
Job Description
The Part-time Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.
ESSENTIAL FUNCTIONS:Provides follow-up on client concerns, issues, and transaction progress
Answers client questions regarding services and fees
Maintains appropriate record of calls in Equity Trust Company (ETC) systems
Manages incoming and outgoing communications, including phones, faxes, and emails
OTHER FUNCTIONS: Assists Operations departments as neededPerforms other duties as assigned
Qualifications
Education and Experience:High School Diploma or equivalent
Client Service Rep I training program completed; full proficiency in basic calls achieved
Minimum 2 years of customer service experience preferred PROFESSIONAL
CERTIFICATION(S):None required
TECHNICAL SKILLS:
Intermediate level proficiency in Microsoft
Additional Information
All your information will be kept confidential according to EEO guidelines.
Vacancy expired!