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Client Service Representative

Fusion HCR

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 #J-18808-Ljbffr

Vacancy posted 4 days ago
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