Client Services Specialist - Financial Accounts

Ascensus; Dresher (Montgomery County); On-site; USD 25,830 - 26,174; Full time

Benefits offered by this job

401(k) match

Medical

Dental

Vision

Paid Time Off

Health Savings Account

Job summary

Ascensus in Montgomery County, Dresher, is seeking a Customer Service Representative to assist in providing top-notch service to clients. You will collaborate with Client Service Managers, coordinate transactions, and resolve client inquiries efficiently.

The ideal candidate has at least 1 year of customer service experience, preferably in financial services. Proficiency in Excel and a 4-year college degree are required. The position offers a salary range of $18.75 to $19.00 per hour, along with benefits including a 401(k) match and health coverage.

Qualifications

• 1+ years of customer service experience in financial services or benefits.
• Advanced proficiency in Excel is required.

Responsibilities

• Assists Client Service Managers in providing service to clients.
• Generates reports and coordinates transactions with departments.
• Delivers efficient and rapid resolution to client requests.

Skills

Client Service

Proactive

Resourceful

Written and Verbal Communication skills

Time Management

Critical Thinking

Organizational Skills

Attention to Detail

Accuracy

Team Player

Education

4-year college degree

Tools

Excel

Job description

Ascensus in Montgomery County, Dresher, is seeking a Customer Service Representative to assist in providing top-notch service to clients. You will collaborate with Client Service Managers, coordinate transactions, and resolve client inquiries efficiently.

The ideal candidate has at least 1 year of customer service experience, preferably in financial services. Proficiency in Excel and a 4-year college degree are required. The position offers a salary range of $18.75 to $19.00 per hour, along with benefits including a 401(k) match and health coverage.