Description We are seeking a Customer Service Representative to join our team in the Investment Management industry, based in Old Greenwich, Connecticut. In this role, you will be tasked with handling customer interactions, maintaining customer records, and providing support for various customer-related issues. This role offers a short term contract employment opportunity.Responsibilities: Greet customers and provide them with necessary support and information Efficiently handle customer inquiries and resolve any issues that arise Monitor customer accounts and take appropriate actions when necessary Process customer credit applications with accuracy and efficiency Check-in customers and distribute materials as required Support event set-up and execution Maintain detailed and accurate customer credit records Directly interact with customers, providing exceptional customer service at all times Continually work towards improving customer support processes. Requirements Demonstrated ability to resolve customer issues effectively and efficiently Experience in a direct-customer-facing role Proficiency in providing high-quality customer support Excellent verbal and written communication skills Strong problem-solving and decision-making skills Ability to work in a fast-paced, dynamic environment Knowledge of investment management or financial services industry is a plus Proficiency in using customer relationship management (CRM) software Strong interpersonal skills with a customer service focus Ability to multitask and manage time effectively High school diploma or equivalent; higher education degree is a plus Ability to work in a team and build positive relationships Flexibility to work in different shifts or extended hours when necessary. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
