Pinnacle Acquisition seeks a Client Service Representative in its Independence, OH office. The Client Service Representative is responsible for day to day management and support for assigned clients. We are the central point of contact for both incoming and outgoing client inquiries and requests. We consult with internal colleagues to respond to client inquiries or share relevant client information. We hold periodic meetings with clients to review service levels and obtain client feedback regarding firm performance relative to service expectations.

Position Responsibilities:

• Serve as point person for all on-boarding activities through completion, convening meetings as necessary and reporting status regularly to both clients, internal teams, and management
• Create and maintain client profiles containing relevant client contacts, account/fund structure, and processing preferences
• Consult with internal colleagues and management regarding unique client situations or requirements
• Serve as primary point of contact for clients for both incoming and outgoing communications.
• Hold periodic meetings with clients, reporting feedback internally
• Meet with manager and/or peers as necessary to discuss client issues and resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Take the extra mile to engage customers

Position related experience requirements:

• Minimum of one years of professional experience; customer/client service experience preferred
• Strong verbal and written communication skills
• Must be able to work independently with minimal supervision
• Strong analytical skills with attention to detail
• Good organizational and time management skills

Pinnacle Acquisition is committed to equal employment opportunity and providing reasonable accommodations to qualified candidates and employees pursuant to applicable law. Our goal is to continue to tackle new markets and provide opportunity for advancement for our hard working staff in 2023!

Job Type: Full-time

Pay: $800.00 - $1,500.00 per week

Benefits:

• Health insurance
• Paid training

Schedule:

• 8 hour shift
• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• King Of Prussia, PA 19406: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location