Client Service Representative

The Execu|Search Group - Norwell, MA (30+ days ago)3.8


About the Opportunity
A growing financial services agency located in Norwell, MA is actively seeking a self-motivated and highly organized professional for a promising opportunity on their staff as a Client Service Representative. In this role, the Client Service Representative will be responsible for the handling of daily activities required by clients or requests within the company. Apply today!

Company Description
Financial Services Agency

Job Description

The Client Service Representative will be responsible for:
Handling inbound and outbound client communication
Handling inbound client requests
Responding to clients requirements and inquiries
Processing collectors' requests for information
Coordinating timely ACH/Wires
Coordinating and updating direct payment information
Preparing assigned client reports, statements, etc.
Processing clients' monthly remittances

Required Skills
High school diploma
Previous experience working within a customer or client services environment
Strong computer skills: MS Word, Excel, and Outlook
Ability to effectively interact with clients and departments within an organization
Excellent verbal and written communication skills
Excellent organizational skills
Desired Skills
Bachelor's degree