We are looking for a motivated Customer Service Representative to join our team in Mount Prospect, Illinois. This is a Contract to permanent position that offers the opportunity to demonstrate your skills in a dynamic environment. The role focuses on providing excellent support to clients while ensuring smooth communication and problem resolution.<br><br>Responsibilities:<br>• Respond promptly to inbound calls and address customer inquiries professionally.<br>• Manage email correspondence to resolve issues and provide information.<br>• Handle data entry tasks accurately to maintain organized records.<br>• Schedule appointments and coordinate with clients as needed.<br>• Process and enter customer orders efficiently to ensure timely delivery.<br>• Collaborate with team members to address customer concerns effectively.<br>• Use Microsoft Excel and Word to create and maintain reports.<br>• Provide support in both inbound and outbound call scenarios.<br>• Deliver exceptional customer service in a call center environment.<br>• Maintain detailed and up-to-date documentation of customer interactions.
<p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>