Client Service Representative

Client Service RepresentativeQualificationsMinimum 1 year of customer service experience, preferably in the retirement or financial services industryHigh School Diploma or equivalentIntermediate-level proficiency in Microsoft OfficeIn addition to our core company competencies of cultivates innovation, nimble learning, action oriented, collaborates, and being resilient, a successful candidate in this role should exhibit the following behavioral competencies:Customer focusProperty and casualty license preferredResponsibilitiesThe client service representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needsFollows the guidelines set forth in the equity trust service philosophyProvides inbound and outbound call servicing and operational support to individual investors and institutional clients