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Client Representative

Date Posted: 1/8/2020

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Job Description

Client Services Rep:

Job Purpose (Job Summary):
Under general supervision, responsible for working with internal customers, financial intermediaries, and shareholders, on the phone and in writing, to fully meet and exceed their needs. Utilizes computer system to access account information, reference materials, and the letter writing function. Monitors the quality and timeliness of service delivery to customers in order to guarantee customer satisfaction. This can include handling, opening, sorting, and identifying customer correspondence, processing requests for account research from internal clients, and processing investment checks.

Key Responsibilities / Duties:

  • Applies standard procedural solutions and utilizes internal resources to address client needs and ensure timeliness and accuracy of work.
  • Evaluates problems and situations to determine their importance and urgency.
  • Conducts research and processes adjustments when necessary independently or in concert with other departments to the mutual satisfaction of the client .
  • Fully documents and forwards complaint items for permanent filing.
  • Monitors the quality and timeliness of service delivery to customers in order to guarantee customer satisfaction by accepting full accountability for an item until resolved.
  • Performs a detailed evaluation of inquiries and rejected transactions, takes appropriate action for each item and monitors the quality and timeliness of resolution so that it meets our standards.

Performs other duties as assigned.

Work Experience / Knowledge:

Financial services experience a plus.
Work experience in customer service environment preferred.

Skills / Other Personal Attributes Required:
  • Ability to communicate technical information to shareholders and financial advisors.
  • Ability to make quick decisions, establishes priorities, and concentrate on detailed information sometimes under stressful conditions.
  • Strong reasoning skills and an aptitude for problem solving.
  • Ability to work effectively in a team environment.
  • Proficiency with keyboarding and computer fundamentals in a Windows environment.
  • Basic mathematical skills necessary.

Formal Education: (minimum requirement to perform job duties)


Bachelor's degree preferred.

License/Registration/Certification: (minimum requirement to perform job duties)Client Services Rep:

Job Purpose (Job Summary):
Under general supervision, responsible for working with internal customers, financial intermediaries, and shareholders, on the phone and in writing, to fully meet and exceed their needs. Utilizes computer system to access account information, reference materials, and the letter writing function. Monitors the quality and timeliness of service delivery to customers in order to guarantee customer satisfaction. This can include handling, opening, sorting, and identifying customer correspondence, processing requests for account research from internal clients, and processing investment checks.

 

 

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Houston, TX
  • Job Type:Finance
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:1/8/2020
  • Contact: Deborah Pena (713) 871-8620
  • Pay Range: $18.00 - $20.00 Annually
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Job Reference: JO-1912-78228