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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
Fusion HCR
Vacancy posted 4 days ago
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