Customer Service Representative

Customer Service Representative

29 Apr 2024
Ohio, Sheffieldvillage, 44035 Sheffieldvillage USA

Customer Service Representative

Vacancy expired!

IND123

Vector Technical' s partner in Sheffield Village, OH, is a financial management group for both businesses and individuals. If you provide excellent

Customer Service skills, they want to speak with you!


Direct Hire

$14-$18/hr., depending upon experience


As a CSR, you will service existing clients on a daily basis by providing exceptional customer service AND solutions.

Duties include:

  • Scheduling appointments
  • Fielding and returning client calls.
  • Follow-Up on misc. service items (calling to check on status of items)
  • Send and receive emails to and from clients
  • File Prep/Print everything needed for file for the day
  • Relay/deliver/obtain information for Advisor to/from clients
  • Help clients reallocate their existing 401(k)’ s using advisor’ s recommended allocation
  • Facilitate meeting scheduling and/or introductions to other professionals (I.E. CPA or Estate Attorney)
  • Request/follow-up on withdrawal requests
  • Help/assist all normal client service requests

Requirements:

  • Must be team player
  • Proficient in excel
  • Worked in a fast pace office environment
  • Excellent communicator
  • Be willing to learn
  • Business Professional
  • Desire to grow within
  • Associates Degree
  • 2 years of experience in a fast-paced office

Job Details

  • ID
    JC12776552
  • State
  • City
  • Job type
    Direct Hire
  • Salary
    TBD
  • Hiring Company
    Vector Technical, Inc.
  • Date
    2021-04-21
  • Deadline
    2021-06-20
  • Category

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