Client Service Representative

Profile

Client Service Representative
DUTIES: Provides quality support to clients with moderately complex transactions and processes on a daily basis. Under general supervision, assists clients by responding to phone, email and other inquiries regarding company services and procedures. Investigates errors in client accounts and statements. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. Reviews daily open items to ensure proper follow-up and closure. Responsible for the quality and completion of own work. Will be a direct contact between the Firm and clients.

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