Назад
Company hidden
2 дня назад

Client Services Representative (January 2027 Class)

21$
Формат работы
hybrid/onsite
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Client Services Representative (January 2027 Class) (Financial Services): Handling complex client account establishment and financial and non-financial transactions with an accent on transactional accuracy, client communication, and service excellence. Focus on learning sophisticated transactions during a 12-week training program, researching client issues, and meeting quality and productivity metrics.

Location: Kansas City, Missouri, United States; scheduled office attendance required, with a hybrid schedule of 3 days in-office and 2 days from home available after training and demonstrated proficiency.

Salary: $21.63 per hour

Company

hirify.global is a privately owned global asset manager focused on investment management across equities, fixed income, multi-asset strategies, ETFs, and private investments.

What you will do

  • Facilitate positive interactions with internal and external clients through accurate, timely service.
  • Interpret and complete complex financial and non-financial transactions across multiple account registration types.
  • Establish client accounts and use research and problem-solving skills to resolve requests.
  • Complete up to 12 weeks of training covering increasingly complex transactions.
  • Meet quality, productivity, knowledge-retention, and performance requirements throughout the role.
  • Collaborate with managers, team members, and business partners while following policies and procedures.

Requirements

  • Previous client service experience.
  • Associate degree or some college preferred, or an equivalent combination of education and work experience.
  • Ability to multitask and research answers to problems.
  • Proficiency using multiple computer applications simultaneously.
  • Strong written and verbal communication skills, attention to detail, basic math proficiency, and typing speed of at least 40 words per minute.
  • Must be authorized to work in the United States without visa sponsorship now or in the future.

Culture & Benefits

  • Collaborative, client-focused, ethical, and compliance-oriented work environment.
  • Competitive compensation with a bonus plan.
  • Generous paid time off and competitive benefits.
  • 401(k) with a 5% company match and an annual performance-based discretionary contribution.
  • Tuition reimbursement, formal mentorship, and live and online learning opportunities.
  • Overtime may be required based on business demands.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →