We are in search of a Customer Service Representative to join our team in Rockville Centre, New York. The role primarily involves acting as the main point of contact for our clients, ensuring exceptional support and a seamless experience. The successful candidate will be tasked with handling client inquiries, managing account information, and closely liaising with the investment team to address client needs. This role is a contract employment opportunity.Responsibilities:• Serve as the primary point of contact for our clients and deliver top-notch customer service• Handle client inquiries with professionalism and in a timely manner• Manage and update client account information accurately• Work closely with the investment team to address and fulfill client needs• Use Microsoft Word and Excel for data entry and order entry tasks• Answer inbound calls and make outbound calls as necessary• Conduct email correspondence with clients professionally• Schedule appointments as required• Utilize your customer service skills to ensure client satisfaction and maintain a positive company image.