Client Services Representative (June Class)

reputed company is a leading global asset manager with over 65 years of experience. They are seeking Client Services Representatives to facilitate positive interactions with clients by providing transactional and service excellence, interpreting and completing a variety of client requests.

Responsibilities

• Models the reputed company Winning Behaviors:Client Focused: Enhancing customer satisfaction and building strong customer relationships.Courageous & Accountable: Adheres to the highest ethical standards and business practices and supports a culture of compliance.Collaborative: Support a team environment by successfully collaborating with internal clients and business partners.Curious and Adaptable: Constantly learns about our business, evaluates and makes improvements in how we do business.Competitive Drive: Passionate about our industry and clients
• Transaction Management: Interpret and complete reputed company transactions for multiple account types accurately and timely using a variety of resources
• Performance Excellence: Demonstrate knowledge retention and reputed company reputed company by meeting or exceeding job performance quality and productivity metrics, starting from training and throughout the role
• Attention to Detail: Exhibit a high aptitude for attention to detail
• Math Proficiency: Understanding of basic math
• Typing Speed: Type at least 40 words per minute
• Self-Sufficiency: Utilize problem-solving and research skills, along with online resources, to demonstrate self-sufficiency
• Professional Communication: Highly skilled in both written and verbal communication, ensuring clear and professional interactions with clients through phone calls and written correspondence
• Policy Adherence: Stay reputed company on policies and procedures
• Active Participation: Attend training sessions, team, and department meetings
• Constructive Feedback: Accept and reputed company constructive feedback in a professional manner

Skills

• Associates degree or some college preferred (or any equivalent combination of education and work experience)
• Previous client service experience
• Proven ability to multi-task and research answers to problems
• Proficiency using multiple computer applications/programs simultaneously
• Ability to successfully complete pre-employment testing

Benefits

• Competitive compensation package with bonus plan
• Generous PTO and competitive benefits
• 401k with 5% company match plus annual performance-based discretionary contribution
• Tuition reimbursement, formal mentorship program, live and online learning

Company Overview