Client Service Representative

About Atrium:

What you do matters. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team committed to your growth and success.


Client Overview:

Our client, a private financial firm, is seeking a Client Service Representative to join their team on a temp-to-hire basis. This is a small, collaborative office working with sensitive client information.

Salary/Hourly Rate:

$20/hr

Position Overview:

The Client Service Representative will respond to client requests via phone and email. The hours are Monday through Friday, 9:00 AM to 5:00 PM.

Responsibilities of the Client Service Representative:

• Answer phone and email inquiries from clients.
• Provide administrative support to the office.
• Update and maintain client information within the CRM system.
• Utilize Microsoft Excel for reporting and data management.

Required Experience/Skills for the Client Service Representative:

• 1+ years of customer service or administrative support experience is required.
• Tech-savvy with proficiency in Microsoft Excel.
• Ability to handle sensitive client documentation with confidentiality and professionalism.

Preferred Experience/Skills for the Client Service Representative:

• Knowledge of insurance or annuity products.

Education Requirements:

• Bachelor's degree is required.

Benefits:

• Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).

Job Wrapping ID: #LI-J

• Apply now

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy . As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO