Client Service Representative
Fusion HCR•Cincinnati, OH
About The Position
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.
Requirements
- 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
- Customer Focus behavioral competency
Nice To Haves
- Property and Casualty License preferred
Responsibilities
- 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
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What This Job Offers
Career Level
Mid Level
Education Level
High school or GED
