Client Service Representative

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES • Westlake, OH

1d • Onsite

About The Position

The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs.

Requirements

• Minimum 1 year of customer service experience, preferably in the retirement or financial services industry
• High School Diploma or equivalent
• Intermediate-level proficiency in Microsoft Office
• Basic knowledge of Customer Relationship Management (CRM) preferred
• Customer Focus
• Resourcefulness
• Communicates Effectively
• Instills Trust

Nice To Haves

• Associate degree preferred

Responsibilities

• 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 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’

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED