Client Service Representative

Fusion HCR; Cincinnati (OH); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Client Service Representative to enhance client experiences in the financial services sector. This role involves delivering exceptional service by troubleshooting client needs and providing operational support through effective communication. The ideal candidate will bring at least a year of customer service experience, preferably in retirement or financial services, and possess a strong proficiency in Microsoft Office. Join a dynamic team where your contributions will make a significant impact on client satisfaction and service excellence.

Qualifications

• Minimum 1 year of customer service experience in retirement or financial services.
• High School Diploma or equivalent is required.

Responsibilities

• Deliver superior client experience by identifying and assisting client needs.
• Provide inbound and outbound call servicing to clients.

Skills

Customer Service Experience

Microsoft Office

Property and Casualty License

Education

High School Diploma or equivalent

Job description

Qualifications

• Minimum 1 year of customer service experience, preferably in the retirement or financial services industry
• High School Diploma or equivalent
• Intermediate-level proficiency in Microsoft Office
• In 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 Focus
• Property and Casualty License preferred

Responsibilities

• The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs
• Follows the guidelines set forth in the Equity Trust Service Philosophy
• Provides inbound and outbound call servicing and operational support to individual investors and institutional clients