Client Service Specialist – Financial Services (Benefits, PTO)

Summit Grove Partners; Boston (MA); On-site; USD 55,000 - 74,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with matching

Paid time off

Job summary

Summit Grove Partners in Boston, MA is seeking a Customer Service Representative to handle client inquiries and issues with professionalism and efficiency. This full-time role offers a competitive base and comprehensive benefits.

You will respond to client questions, resolve service issues, and maintain accurate records while delivering excellent service via phone, email, and in-person interactions.

Qualifications

• A high school diploma or equivalent is required.
• Previous customer service experience in a financial services environment is preferred.
• Strong communication and interpersonal skills.
• Excellent problem-solving and decision-making abilities.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• A proactive attitude and a commitment to delivering exceptional service.

Responsibilities

• Answer client inquiries and resolve complaints in a timely and professional manner.
• Assist clients with account-related questions and transactions.
• Maintain accurate and up-to-date client records.
• Provide excellent customer service through phone, email, and in-person interactions.
• Stay informed about company policies and procedures to provide accurate information to clients.
• Contribute to our team's goal of achieving high client satisfaction scores.

Skills

Strong communication

Interpersonal skills

Problem solving

Decision making

Excel & Outlook

Education

High school diploma or equivalent

Tools

Microsoft Excel

Microsoft Outlook

Job description

Summit Grove Partners in Boston, MA is seeking a Customer Service Representative to handle client inquiries and issues with professionalism and efficiency. This full-time role offers a competitive base and comprehensive benefits.

You will respond to client questions, resolve service issues, and maintain accurate records while delivering excellent service via phone, email, and in-person interactions.