Client Service Representative

Our client at a well-known investment management company is looking to add a Client Service Representative to join their Quincy, MA office. They are looking for someone who is affable, detail oriented and able to work in a fast-paced environment. This is a temporary position with a high possibility of turning permanent!

Due to COVID-19, this role will start remotely, but candidates must have capabilities to eventually work onsite in the Quincy, MA office.

Interested candidates may reply with their resumes and we will get in touch.

Responsibilities:

• 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 within the firm to resolve problems and answer questions.
• Maintains proper documentation of telephone calls.
• Responds to incoming phone calls about firm's 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.
• Maintains proper documentation of telephone calls.
• Performs additional duties as requested.

Qualifications:

• Associate’s Degree or equivalent work experience (Bachelors degree in business, finance, economics strong preferred).
• Customer service experience (financial background a plus!)
• Strong communication and analytical skills
• Strong attention to detail and organizational skills
• Advanced knowledge of Microsoft Office products preferred

Prior to starting, candidates will need to pass a background check.

INDTA5