Client Service Rep Job Description

Client Service Rep Job Description

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Client service rep provides full ownership of account servicing (account management) and become a subject matter expert on analytics products.

Client Service Rep Duties & Responsibilities

To write an effective client service rep job description, begin by listing detailed duties, responsibilities and expectations. We have included client service rep job description templates that you can modify and use.

Sample responsibilities for this position include:

Serves as a primary resource for employees, representatives and clients regarding administrative procedures
Responsible for the calculation of net asset values on a variety of complex hedge funds whilst adhering to global procedures and guidelines
Contribute to client satisfaction by ensuring that the highest level of service is delivered accurately by the relevant deadlines, against standardized benchmarks and in compliance with global procedures
Assist in the rollout of technology initiatives to clients
Client facing for over four million plan participants in RPSQualifications
Manages on-time delivery of client’s packages via web reports and internal tracking mechanisms
Maintains up-to-date knowledge of USPS rules and regulations
Builds production plans to coordinate distribution of packages/orders
Provide written and oral feedback to Account Executives of material status
Identify and rectify shipping or delivery issues of mailed preprinted material

Client Service Rep Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Service Rep

List any licenses or certifications required by the position: CPP

Education for Client Service Rep

Typically a job would require a certain level of education.

Employers hiring for the client service rep job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Education, Financial Services, Business, Associates, Finance, Technical, Accounting, Guidance, Science, Communication

Skills for Client Service Rep

Desired skills for client service rep include:

Personal trust and advisory operations
Banking
Investment
Billing
Collection and reconciliation of premium
Issue
On-going administration
Various business applications critical to client and account servicing
DME industry and products
Administrative

Desired experience for client service rep includes:

Ability to represent Portfolio Administration at on-boarding meetings as required
Effective time management skills with ability to multi-task and work to demanding timeframes
Thrive on engaging with customers
Manage and implement client projects which include but are not limited to data lists, data processing, insert orders, special orders, solo mail, printing and material delivery
Provide expert service to internal and external Clients and internal and external Los Angeles Times customers
To assist with implementation of processes to improve meeting internal deadlines

Client Service Rep Examples

1

Client Service Rep Job Description

Job Description Example
Our growing company is looking for a client service rep. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client service rep
  • Notifies Client’s Sales Representatives and LAT Sales Representatives of any discrepancies with insert orders and receipts
  • Verifies material shortages and overages
  • Resolves issues with errors, changes, cancellations and material received without orders
  • Communicates with client and Communication Central on any shortage or overage issues relating to distribution
  • Verifies accuracy of bundle specifications (count, weight and bundle thickness)
  • Identifies, communicate and recommends actions regarding client requests and problems
  • Develops reports and establishes tracking mechanisms to improve product quality
  • Maintain client data files
  • Regularly attends project team meetings
  • Develops and maintains a strong relationship with Client’s sales and Operation’s team
Qualifications for client service rep
  • Ability to establish and maintain cooperative working relationships with management, team and peers
  • Regularly utilizes CCN Link to respond to data requests
  • Provide data entry of all related information into production database
  • Complete related assignments and projects as needed to meet the department’s objectives
  • BA degree or two (2) years related experience in direct mail, direct marketing and customer service
  • Must be courteous and professional at all times with primary focus on the clients needs
2

Client Service Rep Job Description

Job Description Example
Our innovative and growing company is hiring for a client service rep. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client service rep
  • Routine business account servicing including
  • Possess customer service skills and effectively communicate information, both orally and in written form
  • Acts as liaison between the broker dealer’s clearing firms, advisory sponsors, and direct check and application vendors
  • Processes client maintenance requests such as name, address, or beneficiary changes, and account documentation updates
  • Determines corrective action for rapid problem resolution
  • Monitors and controls firm’s AML (Anti-money Laundering) and works to efficiently identify and resolve issues
  • Prioritizes personal work assignments in a fast paced, time-sensitive environment
  • Reviews and follows up on previously submitted business to ensure successful completion in a timely manner
  • Performs various other tasks and responsibilities inherent to the broker-dealer
  • Providing training when necessary
Qualifications for client service rep
  • Must possess skills in time and project management
  • Must have effective organization, negotiation and conflict resolution skills
  • Must be able to work at a face pace under strict deadlines
  • Ability to work with a high level of accuracy and attention to detail
  • Must be able to work independently and utilize sound judgment
  • Requires computer experience in spreadsheets, word-processing and data/order entry applications
3

Client Service Rep Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client service rep. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client service rep
  • Analyze and identify root cause problems in order to develop an action plan to resolve them
  • Disburse metro card carfare to employed participants and logs amount disbursed appropriately
  • Contacts participants and/or employers on a daily, weekly, monthly basis to verify employment/retention for participants and documents appropriately
  • Proactively manage a medium sized unit by coordinating their workload, ensuring proper staffing, conducting performance evaluations, approving compensation and monitoring development to achieve quality, compliance and productivity plan
  • Conducts extensive research by reviewing all available internal resources and external client knowledge to answer inquiries and resolves problems
  • Manage the budget for reward, recognition and training of colleagues
  • Oversee the recruitment and career development of team colleagues
  • Identify and report on training requirements for team colleagues
  • Conduct performance reviews and monitor on-going performance of team leaders
  • Receive inbound call and make outbound calls with existing clients
Qualifications for client service rep
  • Ability to maintain familiarity with product deadlines
  • Previous experience in the customer service field highly preferred • High service aptitude
  • Associate Degree and 2 years experience in financial services industry OR
  • Mutual Funds operations experience OR
  • Mutual Funds accounting/ custody experience
  • 1-4 years of experience in the financial services industry that directly aligns with the specific responsibilities for this role
4

Client Service Rep Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client service rep. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service rep
  • Manage clients accounts in company database through data entry
  • Respond to inquiries in a timely fashion by clarifying requested information
  • Research, locate and price information to both clients and management as needed
  • Participate in educational opportunities provided by company to maintain highest level of position knowledge
  • Determine current and possible future client needs during client interaction
  • Overcome objections of clients and provide solutions to escalating unresolved problems by clarifying issues
  • Research, explore answers and alternative solutions and implement solutions
  • Fulfil requests from client or management by providing desired information
  • Complete transactions and forward requests
  • Retain existing clients by presenting value of service
Qualifications for client service rep
  • Ability to summarize data results to various levels of management
  • Skill in analyzing information, problems, situations, practices or procedures
  • Demonstrates customer service, problem solving and organizational skills
  • Aability to follow directions
  • Preferred qualifications include direct experience working with developmentally disabled, two years of human services experience
  • Financial industry experience or related customer service experience required
5

Client Service Rep Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client service rep. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client service rep
  • Accept ownership to accomplish new and different request thus enhancing organization-s reputation
  • Explore opportunities to add value to accomplishments
  • Provide filtering and escalation for client inquiries
  • Participate in scheduled client meetings as requested
  • Execute reviews of internal reporting for assigned client relationships and escalate issues which may impact client servicing to the Client Service Supervisor
  • Serves customers by providing product and service information
  • Provide customer service telephone support for internal and external inquires to ACH Operations
  • Maintains database by entering new and updated customer and account information
Qualifications for client service rep
  • Complete 3-5 hours of Investing in You Training highly desired
  • University degree in Finance / Administration / Economics or current studies in
  • At least 1 year experience in cross border Asset Management or Financial industry including client operational relationship support duties
  • Attention for details and rigorous
  • IT Affinity (MS Office, Bloomberg)
  • Dedication / Commitment

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