What are the responsibilities and job description for the Customer Service Specialist position at 3PL Vision LLC?
Job Title: Customer Service Specialist
Work Location: South Jordan, UT, USA, 84095
Shift Available: 7:30 AM – 5:30 PM Onsite 5 days a week
DUTIES and RESPONSIBILITIES:
- Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
- Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
- Process & follow up client service requests to ensure completion in a timely manner
- Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
- Provide world class customer service to both internal and external clients in all interactions
- Research and resolve problems with both internal and external clients accurately and in a timely manner
- Leverage systems and ensure all case interactions are appropriately entered and documented
- Actively manage, monitor, and document daily case load by utilizing various technology resources
- Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
- Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
- Other ad hoc duties as assigned Additional requirements may include: Series 7 and 66 required (or 63 & 65)
EDUCATION and or EXPERIENCE:
- College degree preferred
- 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Company description- 3pl Vision boasts over two decades of experience collaborating with leading global enterprises to meet their needs for flexible workforce solutions and on-demand talent. We are a worldwide organization offering strategic workforce management, IT consulting, and on-demand talent services. Our specialization lies in serving various sectors including Financial Services, Healthcare, IT, Life Sciences, Aerospace & Defence, Energy, Retail, Telecom, Manufacturing, and Engineering.
"GA01"
Job Type: Contract
Pay: $21.00 per hour
Shift:
- 8 hour shift
- Day shift
Work Location: In person
Salary : $21
