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Client Services Jobs

Client Service Representative

Fusion HCR

  • Cincinnati, Ohio
  • 30+ days ago

    Highlights

    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. Responsibilities The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs.

    Numbers & Facts

    LocationCincinnati, Ohio

    Description

    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

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