What are the responsibilities and job description for the Client Services Representative position at Marchon Partners?
Job Title : Client Service Representative
Location : Onsite in Boston, MA
Duration : 3-6 months with intent of conversion to full-time employees. Will receive constant feedback on how they're doing - more than likely will know if they're going to convert.
Interview Process : Phone screen followed by in-person interview
Start date : February 10, 2025
Rotational schedule :
Schedule changes every week; shifts range as early as 8-4, to as late as 11-7. They will know 2 weeks in advance what their schedule will be. Have the ability to switch, but they must ensure their schedule is covered and they cannot request one set shift. Please note and confirm with your candidate prior to being submitted that hours must NOT exceed 35 hours each week!
Role Summary
The client is seeking Client Service Representative who will follow established procedures, respond to incoming telephone inquiries from various company clients and provide general product and account information, process both financial and non-financial transactions following established department procedures, resolve account problems and questions and assume additional responsibilities as requested by management.
RESPONSIBILITIES INCLUDE
- Responds to incoming phone calls from existing and potential clients about the company's products.
- Processes a variety of routine and complex financial and non-financial transactions while meeting or exceeding department standards for productivity and quality.
- Resolves basic account problems and questions; initiates research on more complex problems by directing to appropriate work area for resolution.
- Communicates by telephone, fax, and email correspondence with shareholders, participants, broker / dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
- Maintains proper documentation of telephone calls and performs additional duties as requested.
- Interacts with other departments within the Service Center to resolve problems and answer questions.
REQUIRED QUALIFICATIONS
