Client Service Representative
Fusion HCR
Client Service Representative
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
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 HCRVacancy posted 3 days ago
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