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Client Service Rep I - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Westlake, OH Westlake, Ohio |
About this job
JOB SUMMARY: The Client Service Rep I provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding account statements to required filings; account transfers and distributions; general online assistance; managing the overall client experience. ESSENTIAL FUNCTIONS: Provides follow-up on client concerns, i
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