Customer Service Representative

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, a financial services firm in Boston, MA, seeks a Customer Service Representative. This full-time role involves handling client inquiries and issues with professionalism and efficiency.

Daily tasks include responding to client questions, resolving service issues, and ensuring client satisfaction. You'll maintain accurate records and provide timely updates on client requests.

You'll work in a team environment at our Boston office. The role requires excellent communication skills and a client-focused approach to service.

The annual salary range for this position typically falls between $55,000 and $74,306, providing a competitive base compensation. In addition to the salary, employees can enjoy a comprehensive benefits package that includes health insurance, which covers a range of medical services and prescriptions, ensuring their well-being. The company also offers retirement plans, allowing employees to save and invest for their future, often with employer matching contributions. Furthermore, paid time off is provided, which includes vacation days, sick leave, and sometimes holidays, ensuring a balanced work-life schedule. These benefits are designed to support employees' overall health, financial security, and work-life harmony.

What You Will Do:

• 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.

What You Bring:

• 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.