Customer Service Rep

Cascade Prime Partners; Boston (MA); On-site; USD 50,000 - 69,000; Full time

Job summary

Cascade Prime Partners in Boston, MA is hiring a Customer Service Representative for a full-time role. You will be the primary contact for client inquiries, resolve issues, and ensure client satisfaction while maintaining accurate records and processing transactions.

You will work in a professional office with a collaborative culture, supporting account management, monitoring activity, updating information, and collaborating with sales and marketing to support client acquisition and retention.

Qualifications

• Minimum 1–2 years of customer service experience.
• Strong communication and interpersonal skills.
• Proficiency in English is required.
• Basic knowledge of financial services is a plus.

Responsibilities

• Provide exceptional customer service to clients, addressing inquiries, resolving issues, and offering solutions.
• Assist clients with account management, including opening, closing, and maintaining accounts.
• Process transactions accurately and efficiently, ensuring all documentation is completed and submitted correctly.
• Maintain a thorough understanding of Cascade Prime Partners' products and services to provide informed advice and support.
• Monitor client accounts for any irregularities or potential issues, and elevate concerns as necessary.
• Collaborate with the sales and marketing teams to support client acquisition and retention efforts.

Skills

Strong communication

Attention to detail

Problem solving

Customer-centric mindset

Education

High school diploma or equivalent

Tools

Microsoft Office

Excel

Outlook

Job description

Cascade Prime Partners, a reputable financial services company, is hiring a Customer Service Representative in Boston, MA. This full-time position offers a salary range of $50,000 to $68,772 per year.

In this role, you will be the primary point of contact for client inquiries, addressing their questions and concerns promptly and professionally. You will also be responsible for resolving any issues that may arise, ensuring that clients are satisfied with the solutions provided. Providing excellent customer service is a key aspect of this role, as it helps to build and maintain strong client relationships. Your tasks will include managing client accounts, which involves monitoring account activity, updating client information, and ensuring that all account details are accurate and up-to-date. Additionally, you will be involved in processing transactions, which may include verifying transaction details, authorizing payments, and ensuring that all transactions are completed accurately and efficiently. Maintaining accurate records is another important responsibility, as it involves documenting all client interactions, transactions, and account changes, and ensuring that these records are easily accessible and well-organized. Overall, this role requires a combination of strong communication skills, attention to detail, and a commitment to providing excellent customer service.

You will work closely with the customer service team in a professional office environment in Boston, MA. The workplace is known for its supportive and collaborative culture.

The annual salary range for this position is between $50,000 and $68,772, providing a competitive compensation package. Employees can expect comprehensive benefits, which include health insurance to cover medical expenses, retirement plans to help save for the future, and paid time off to allow for personal and professional rest. These benefits are designed to support the overall well-being and financial security of the employees.

To be successful, you should have previous customer service experience and strong communication skills. Proficiency in English is required, and basic knowledge of financial services is a plus.

What You Will Do:

• Provide exceptional customer service to clients, answering inquiries, resolving issues, and offering solutions.
• Assist clients with account management, including opening, closing, and maintaining accounts.
• Process transactions accurately and efficiently, ensuring all documentation is completed and submitted correctly.
• Maintain a thorough understanding of Cascade Prime Partners' products and services to provide informed advice and support.
• Monitor client accounts for any irregularities or potential issues, and elevate concerns as necessary.
• Collaborate with the sales and marketing teams to support client acquisition and retention efforts.

What You Bring:

• A high school diploma or equivalent, with a minimum of 1-2 years of experience in customer service or a related field.
• Strong communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
• Excellent problem-solving abilities, with a proactive approach to identifying and resolving issues.
• Proficiency in Microsoft Office Suite, with a focus on Excel and Outlook.
• Attention to detail and a commitment to accuracy in all tasks and transactions.
• A customer-centric mindset, with a genuine desire to help clients achieve their financial goals.