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Client Service Representative

  • Date Posted May 6, 2020
  • Location Quincy , MA
  • Job Type Contract To Hire
  • Job ID 15574

Client Service Representative – South of Boston

A successful Investment Management company located just south of Boston, is currently seeking candidates for a Client Services Representative opportunity that will Start late January 2020. Qualified candidates will have an Associate's Degree, as well as past customer service experience, and general knowledge of Microsoft Office.

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 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.
  • Maintains proper documentation of telephone calls.
  • Performs additional duties as requested.

Qualifications:

  • Associate's Degree (REQUIRED)
  • Customer service experience (PREFERRED)
  • Strong communication and analytical skills
  • Comfortable speaking on the phone with important clients
  • Strong attention to detail and organizational skills
  • General knowledge of Microsoft Office products preferred

This is a 3+ month contract to hire opportunity that will pay $18.50 per hour over a 35-hour workweek.Interested and qualified candidates should send their resume to Hunter at hmccarthy@daleyaa.com for immediate consideration.

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