Client Services Representative I

As a Client Services Representative, you'll take high-volume inbound phone calls, help callers make significant financial decisions, and learn the mutual fund industry from the ground up.

Requirements

• 2+ years of proven customer support or client service experience
• Dependability and reliability
• Skilled communication and problem-solving skills
• High learning agility and ability to adapt to new technology
• Ability to work overtime hours, as needed

Benefits

• Competitive base salary
• Individual annual performance bonus
• Annual profitability bonus
• Retirement plan with 15% employer contribution