Job Description

The Part-time  Client Service Rep II 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 required filings to asset holdings; forms completion; general online assistance; managing the overall client experience.   

ESSENTIAL FUNCTIONS:  

• Provides follow-up on client concerns, issues, and transaction progress  

• Answers client questions regarding services and fees  

• Maintains appropriate record of calls in Equity Trust Company (ETC) systems

• Manages incoming and outgoing communications, including phones, faxes, and emails  

OTHER FUNCTIONS:   • Assists Operations departments as needed  

• Performs other duties as assigned   

Qualifications

EDUCATION AND EXPERIENCE:  

• High School Diploma or equivalent  

• Client Service Rep I training program completed; full proficiency in basic calls achieved  

• Minimum 2 years of customer service experience preferred PROFESSIONAL  

CERTIFICATION(S):  

• None required  

TECHNICAL SKILLS:  

• Intermediate level proficiency in Microsoft 

Additional Information

All your information will be kept confidential according to EEO guidelines.