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Client Services Representative

Warwick, RI

Posted: 08/28/2018 Employment Type: Direct Hire Areas of Expertise: Office Positions Job Number: 98667 Pay Rate: $31,720/yr

Looking for a job, recent grad? Apply for this Client Services Representative Direct-hire position in Warwick, RI!

Our client company is one of the largest national retirement, health savings, and college savings services provider in America. With over 8 million customers and 35 years in the business, the company is thriving! They provide personalized solutions and pioneer their industry by integrating advanced technology—creating the best client experience they possibly can. 

The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into 529 college savings plans. This position offers a yearly salary of $31,720!

Responsibilities of the Client Services Representative include:

  • Handling new account set up, account contributions, account disbursements, fund transfers, and exchanges
  • Completing core corporate training and develop solid knowledge of systems.
  • Recommend improvements to applications, workflows, and procedures.
  • Providing input into new department policies/procedures.
  • Corresponding with clients.
  • Consistently meeting productivity, timeliness, and quality standards.
  • Performing quality assurance on transactions processed by peers.
  • Consistently improving job knowledge to advance service capabilities through training and self-study.
  • Learning and following plan rules and procedures that vary by partner/plan.
  • Coming up with project ideas to improve departmental functions.
  • Assisting management during busy periods by mentoring and evaluating temporary staff.
  • Being willing to assist other functional areas.

Perks of Working with Our Client Company:

Our client company takes care of their employees by offering those with permanent positions a comprehensive benefits package that includes:

  • Health and Dental insurance
  • Life and Disability insurance
  • Mental health care
  • 401K plan
  • Performance bonus
  • Maternity and Paternity leave
  • Paid Time Off and Paid holidays
  • Tuition assistance
  • Opportunities for advancement
  • And more!

Requirements:

  • Bachelor’s Degree or equivalent experience
  • Minimum 1 year of experience in a professional work environment preferred
  • Thrives in a busy work environment
  • Strong problem-solving, organizational, and multitasking skills
  • Flexible and adaptable to changing business needs
  • Analytical with strong attention to detail
  • Proficient with PCs and typing
  • Prior financial service industry experience
  • Series 6 and 63 licenses are preferred
  • Solid verbal, written, and interpersonal communication skills
  • A team player who possesses leadership qualities and works well independently

Stephanie Cormier
Staffing Specialist

Stephanie places top talent in the accounting/finance, human resources, and office/call center areas. She has experience recruiting nationwide and assisting job seekers in their next career.
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