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COMPANY OVERVIEW
U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors.
The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets.
For more information about USRBP, please visit our website : www.usrbpartners.com
We are looking for a Client Service Representative to join our Partner Firm, Kades-Margolis Corporation located in Wayne, Pennsylvania.
https : / / 4kmc.com /
Our Client Service Representative will handle all aspects of the Client Services department supporting all product needs.
This includes incoming calls from both our Financial Advisors out in the field as well as our clients and internal staff.
This position will offer the highest level of service and professionalism to our advisors and clients.
POSITION SUMMARY
In addition, contact clients that we do not have a personal email address with the goal of obtaining one. Process those updates as needed.
JOB QUALIFICATIONS
Last updated : 2024-05-29
Full Time
$39k-50k (estimate)
12/31/2022
06/02/2024
usrbpartners.com
BAKERSFIELD, CA
100 - 200
2007
Private
RICK MEYERES
$10M - $50M
USRBP provides retirement benefit, compliance and investment advisory services for schools, SMEs and government organizations.
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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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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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