Part Time Client Service Representative

Part Time Client Service Representative

Job Description

The Part-time Client Service Rep II provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.

ESSENTIAL FUNCTIONS:

Provides follow-up on client concerns, issues, and transaction progress

Answers client questions regarding services and fees

Maintains appropriate record of calls in Equity Trust Company (ETC) systems

Manages incoming and outgoing communications, including phones, faxes, and emails

OTHER FUNCTIONS: Assists Operations departments as needed

Performs other duties as assigned

Qualifications

Education and Experience:

High School Diploma or equivalent

Client Service Rep I training program completed; full proficiency in basic calls achieved

Minimum 2 years of customer service experience preferred PROFESSIONAL

CERTIFICATION(S):

None required

TECHNICAL SKILLS:

Intermediate level proficiency in Microsoft

Additional Information

All your information will be kept confidential according to EEO guidelines.