Client Service Representative - Westlake

Only for registered members Westlake, United States

1 week ago

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Job Summary

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

Responsibilities & Duties

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.

This job operates in a professional office environment.
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