Client Service - S1 Provides quality support to clients with routine transactions and processes on a daily basis. Under direct supervision, assists clients by responding to phone, email and other inquiries regarding company products, services and procedures. Provides basic technical assistance to clients and assists in responding to straightforward client inquiries. Corrects straightforward errors in client accounts and statements. Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures. Reviews daily open items to ensure proper follow-up and closure. No direct reports. Responsible for the quality and completion of own work. High school/secondary school or the equivalent combination of education and experience is required.
Bachelors degree preferred. 0-1 years of total work experience preferred. Experience in financial services preferred.