Customer Service Representative

Boulder Connect; Buffalo Prairie (IL); On-site; USD 38,000 - 52,000; Full time

Job summary

Boulder Connect in Buffalo Prairie, IL is seeking a Client Services Representative to handle high-volume inbound calls from shareholders, financial professionals, and colleagues, delivering clear mutual fund information and regulatory guidance. You will build trust through research and problem-solving, communicate effectively, and learn about mutual funds while growing within the role.

The position requires attention to detail and the ability to manage multiple tasks, with potential overtime

Qualifications

• 2+ years of customer support or client service experience.
• Dependable and committed to consistent presence.
• Strong verbal and written communication abilities.
• Active listening with ability to interpret complex information.
• Resourceful and capable of proposing solutions.
• Excellent problem-solving and follow-through skills.
• Detail-oriented with high accuracy.
• Ability to multitask and manage priorities.
• Fast learner with adaptability to new technology.
• Respectful, authentic and engaging demeanor.
• Willingness to work overtime when needed.

Responsibilities

• Provide high-quality client support and relay complex mutual fund information.
• Establish trust through effective communication and problem-solving during important financial decisions.

Skills

2+ yrs CS exp

Dependable

Communication skills

Active listening

Critical thinking

Problem solving

Attention to detail

Multitasking

Fast learner

Professional demeanor

OT flexibility

Tools

None

Job description

Role: Client Services Representative

Responsibilities: Handle high-volume inbound calls from shareholders, financial professionals, and colleagues, providing support on complex mutual fund information and financial regulations. Build trust through effective communication, research, and problem-solving to deliver timely solutions.

Qualifications & Skills

• 2+ years of customer support or client service experience, including internships or school projects.


• Dependable, reliable, and committed to consistent presence.


• Effective verbal and written communication skills.


• Active listener with strong interpretative abilities for complex information.


• Resourceful, critical thinker capable of proposing alternative solutions.


• Action-oriented with excellent problem-solving and follow-through skills.


• Detail-oriented with high accuracy and dependability.


• Skilled in multitasking and managing priorities.


• Fast learner with adaptability to new technology.


• Respectful, authentic, and engaging demeanor.


• Ability to work overtime as needed.

Key Duties: Provide exceptional client support, relay complex financial information, and establish trust during significant financial decisions. This role offers a foundation to learn about mutual funds and grow within the industry.