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Qualifications
- Minimum 1 year of customer service experience, preferably in the retirement or financial services industry
- High School Diploma or equivalent
- Intermediate-level proficiency in Microsoft Office
- In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Customer Focus
- Property and Casualty License preferred
Responsibilities
- The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needs
- Follows the guidelines set forth in the Equity Trust Service Philosophy
- Provides inbound and outbound call servicing and operational support to individual investors and institutional clients
Date Posted: 07 April 2025
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