2 дня назад
Client Services Representative (January 2027 Class)
21$
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
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.
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