Client Services Representative (January 2027 Class)
Core
Facilitate positive interactions with internal and external clients by providing transactional and service excellence, interpreting and completing sophisticated client requests including account establishment and financial transactions.
Role type
Client Services Representative (training program)
Builds
Account establishment and financial/non-financial transactions for clients
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
client service experience, multi-tasking, computer application proficiency, basic math, typing speed (40 wpm), attention to detail, professional communication, policy adherence
Responsibilities
Interpret and complete complex transactions for multiple account types, attend training sessions and meetings, maintain open communication with manager and team lead, adhere to office attendance schedule
Seniority
Entry-level, hourly non-exempt