Administrative Assistant/Receptionist Date Entry Customer Service Office Assistant/Front

U.S. Trust company; San Francisco (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

U.S. Trust company is seeking a Customer Service/accounting clerk who can communicate effectively and work well with others in a team setting. The role emphasizes strong phone presentation, clear directions, and accurate tracking to support client services in a fast-changing industry.

The ideal candidate will handle multiple tasks, use Outlook, Excel and Word proficiently, and bring customer service and sales experience to help our clients and colleagues succeed.

Qualifications

• Experience in customer service and sales preferred.
• Banking or mortgage industry is a plus.

Responsibilities

• Interact with clients and coworkers in a fast-paced environment.
• Follow directions and maintain accurate records.
• Provide superior client services and support to the team.

Skills

Client communication

Team collaboration

Multitasking

Attention to detail

Phone etiquette

Tools

Outlook

Excel

Word

Job description

The Customer Service/accounting clerk position will require the individual to be able to communicate and work well with others and in a team environment. Strong phone ability, you must be able to speak clearly and directly and follow directions. A quick and constant evolving industry requires our Customer Service Representative to provide superior services to our clients. Careful tracking management is a must to be successful at this firm.

Requirements

• * Ability to work successfully with clients and co workers in a fast paced environment
• * Knowledge of Outlook, basic skills in Excel and Word
• * Ability to multi-task
• * Customer Service and Sales experience preferred
• * Banking or Mortgage Industry is a plus