Duration:0-6 month(s)
Description/Comment:Responsible for any one or more of the following: handling customer/client/contra calls, updating existing accounts, customer correspondence, transfer of accounts, wired funds, received/issued checks and stock certificates. Requires previous customer service and data entry experience with a high degree of accuracy. Must be articulate, have a pleasant telephone manner and excellent verbal and written skills. Flexibility is a key aspect of this role and must be equally comfortable with direct client interaction as well as having the ability to network, research and resolve client operational issues. General PC skills required including experience with Word, Excel and Outlook. Experience in Salesforce is a plus.
Additional Job Details:Open to Phoenix, Austin, El Paso and Westlake locations. Remote Opportunity: Candidate has the option to work remote or in office. Bill Rate: *** Monday through Friday Between 7:30am 4:30pm CST Training will more than likely be virtual due to the team being spread out in different cities. Listening in to calls and virtual side by sides. Walk through Salesforce and client relationships and password resets. Training will take around a month before they begin taking calls on their own. Opportunity for overtime. Possibility for FTE depending on the person and possibility for extension based on the project. Client Service Associate Contractor Job Description Our Opportunity: Retirement Business Services (Bank), a division within Business Trust Services of Client Bank, provides retirement plan trust, custody, trading, and technical services to Independent Recordkeepers (Recordkeepers), Registered Investment Advisors (Advisor) and Third Party Administrators (TPAs), and leads the industry in servicing retirement plans through intermediary relationships. What youll do: The Client Services Associate (CSA) is a member of a team of CSAs which, together, support a specific group of client relationships by ensuring all service levels are met on a daily basis. Key functions of the CSA include but are not limited to: Be client focused and responsible for communicating effectively with clients. Answer general client services hotline calls. Deliver timely and accurate information in response to password reset requests. Assist team with daily reports as assigned. Meet established service level standards. Manage multiple tasks effectively by balancing high productivity with excellent service quality. Present a professional image of Client in all communications.
EEO:
Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans. •
Last updated on Nov 15, 2023