Customer Service Associate

Description - The Customer Service Associate (CSA) plays a critical role in the back-office. With responsibility for the day to day, back-office details, the CSA helps ensure that clients have a wonderful operational experience.

Responsibilities & Activities:

• Supports Relationship Managers
• Data gathering
• Data Entry
• Processes new accounts
• Processes new contributions and redemptions
• Processes beneficiary changes
• Handles miscellaneous operational activities

Knowledge, Skills & Abilities:

• Excellent attitude and an extraordinary client service orientation
• A strong focus on getting the details right
• Excellent organizational and time management skills
• An ability to handle multiple tasks and handle stress
• Pass a background/credit check

Other Qualification Requirements:

To meet the requirements of this job an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. The employee may occasionally be required to do light lifting, less than 20 pounds. While performing the duties of this job, the employee is regularly required to sit, and talk or hear. The employee is occasionally required to stand and walk.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee works in an office environment. The noise level is usually quiet. Some city, state or national travel may be required.

Mental Demands:

The mental characteristics necessary to competently perform this job may involve the need to be creative and persuasive. The employee may need exercise resourcefulness in solving problems and be able to multi-task.'
'
Work Remotely

• No'

'Work Remotely No

Job Type: Full-time

Pay: From $16.83 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Required)

Experience:

• Microsoft Office: 3 years (Required)
• Customer Service: 3 years (Required)

Work Location: In person

Salary : $17