Client Service Representative
Client Service Representative
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1 Vacancy
Job Description
Job Details
Description
*This position is eligible to be fully remote. Candidates located in a 75mile radius of Westlake OH or Sioux Falls SD are required to work a hybrid schedule after the required probationary period. 2 days remote)
JOB OVERVIEW
The Client Service Representative delivers a superior client experience by identifying troubleshooting and assisting the clients needs.
RESPONSIBILITIES & DUTIES
- Follows the guidelines set forth in the Equity Trust Service Philosophy
- Provides inbound and outbound call servicing and operational support to individual investors and institutional clients
- Assists clients with financial transactions
- Research client inquiries including questions regarding required filings asset holdings forms completion and general online assistance
- Trains clients on the myEQUITY online portal
- Provides timely followup on client concerns issues and transaction progress
- Answers client questions regarding services and fees
- Documents appropriate record of calls in Equity Trust systems
- Follows all department procedures to ensure a superior client experience
- Manages incoming and outgoing communications including phones faxes and emails
- Monitors and escalates service issues to ensure high quality response to clients
QUALIFICATIONS
- Minimum 1 year of customer service experience preferably in the retirement or financial services industry
- High School Diploma or equivalent
- Associate degree preferred
PROFESSIONAL CERTIFICATIONS
- None required
TECHNICAL SKILLS
- Intermediatelevel proficiency in Microsoft Office
- Basic knowledge of Customer Relationship Management (CRM) preferred
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation Nimble Learning Action Oriented Collaborates and Being Resilient a successful candidate in this role should exhibit the following behavioral competencies:
- Customer Focus
- Resourcefulness
- Communicates Effectively
- Instills Trust
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time as well as stand walk use hands and fingers and reach with hands and arms. This job requires the ability to lift files open filing cabinets and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities duties and skills. Other duties may be added or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age race religion color disability sex sexual orientation or national origin. If you have a disability that requires accommodation or paper application please contact us at
Required Experience:
Unclear Seniority
Employment Type
Full-Time
