What are the responsibilities and job description for the Client Services Representative position at Marchon Partners?
Job Title: Client Service Representative
Rotational schedule: Schedule changes every week; shifts range as early as 8-4, to as late as 11-7
Location: Fully Onsite in Boston, MA
Duration: 3-6 month contract with the intent of conversion to full-time
Role Summary
The client is seeking a Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.
RESPONSIBILITIES INCLUDE
- Responds to incoming phone calls from existing and potential clients about the company's products.
- Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding 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.
- 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.
- Maintains proper documentation of telephone calls and performs additional duties as requested.
- Interacts with other departments within the Service Center to resolve problems and answer questions.
REQUIRED QUALIFICATIONS
- Associate's Degree or equivalent work experience
- Customer service experience preferred
- Strong communication and analytical skills
- Strong attention to detail and organizational skills
- General knowledge of Microsoft Office products preferred