Client Services Representative I

2+ years of proven customer support or client service experience, including relevant school project work or internship experience
Dependable and reliable; committed to being present when expected
Skilled communicator; effective and appropriate verbal and written communication
Active reader and listener who can interpret, understand and evaluate complex information
Highly resourceful and a critical thinker; able to think outside the box and present alternative solutions
Action oriented with excellent problem-solving and follow-through skills to identify and resolve complex client problems
Strong sense of responsibility; owns tasks from start to finish, ensuring timely and high-quality delivery
Detail orientation and accuracy are consistent and dependable
Skilled in multitasking and can exercise good judgment for managing competing priorities
High learning agility; can adapt to new technology quickly
Values being authentic, respectful, and engaging
Able to work overtime hours, as needed

Take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues
Help callers feel comfortable and supported while making significant financial decisions
Relay complex, ever-changing information about mutual funds and financial service regulations
Establish trust in interactions by learning new concepts, researching information, and demonstrating critical thinking in real-time to provide solutions

No preferred qualifications provided.