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    Client Service Representative - Boston, United States - Marchon Partners

    Marchon Partners
    Marchon Partners Boston, United States

    2 weeks ago

    Default job background
    Description

    Job Title:
    Client Service Representative

    Location:
    Boston, MA – Role is onsite 100%

    Duration :
    month contract with 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 clients 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

    #J-18808-Ljbffr
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