Client Service Representative
Fusion HCR
Client Service Representative
Qualifications
- Minimum 1 year of customer service experience, preferably in the retirement or financial services industry
- High School Diploma or equivalent
- Intermediate-level proficiency in Microsoft Office
- In addition to our core company competencies of cultivates innovation, nimble learning, action oriented, collaborates, and being resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Customer Focus
- Property and Casualty License preferred
Responsibilities
- The client service representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needs
- Follows the guidelines set forth in the equity trust service philosophy
- Provides inbound and outbound call servicing and operational support to individual investors and institutional clients
Vacancy posted 4 days ago
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