Client Service Representative

Job Description

Job Description

Salary: Negotiable based on experience

Job description:

Synergy Group, a 38-year-old, growing financial service agency located in White Oak/McKeesport area is seeking a full-time Client Service Representative for assistance in our operations department. We are a team-oriented group and are looking to fill this position with someone who works well in a close-knit office environment and would be an integral part of the team. Additionally, the candidate would be comfortable interacting with clients/prospects. Successful history of previous employment in the financial service industry is a plus but not required.

Basic Requirements include:

• Processing service requests/account opening paperwork
• Frequent communication with clients in person and on the phone
• Excellent verbal and written communication skills
• Team player with excellent interpersonal skills
• Computer literacy is essential. Must have high comfort levels utilizing spreadsheets, word processing, Microsoft Office, email, internet, copying, and faxing
• Responsible for development and implementation of efficient office systems
• Analyze data/problem solve
• Maintain client database
• Field incoming client service requests
• Coordinate the completion of requests/projects
• Additional special projects as assigned
• Detail-oriented, organized with the ability to multi-task and set priorities
• Exhibits good time management skills and must be able to prioritize tasks according to importance and timelines
• Able to work independently and interdependently
• Welcoming to the public
• Exhibit initiative, responsibility, flexibility, and leadership