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This position is eligible to be fully remote. Candidates located in a 75-mile radius of Westlake, OH, or Sioux Falls, SD would be required to come into the office on a hybrid schedule (2 days home maximum).
JOB OVERVIEW:
The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's 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 follow-up on client concerns, issues, and transaction progress.
* Answers client questions regarding services and fees.
* Documents appropriate records 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 a 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:
* Intermediate-level proficiency in Microsoft Office.
* Basic knowledge of Customer Relationship Management (CRM) is preferred.
CULTURAL COMPETENCIES:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, collaboration, and 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.
Full Time
$35k-44k (estimate)
05/02/2024
05/20/2024
trustetc.com
SIOUX FALLS, SD
200 - 500
1974
Private
$5M - $10M
Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.
The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
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Promoting and maintain positive customer relations utilizing service excellence techniques.
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Client service representatives are responsible for taking care of users who have a hard time with some business element.
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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
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Have an understanding and reception to clients' needs and give proactive customer support.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
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A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
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Should have a proven customer support experience or experience as a client service representative.
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Learn to resolve problems and prevent client dissatisfaction.
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One year related experience required with customer service preferred.
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