Customer Service Representative
Location: San Rafael
Posted on: January 14, 2021
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Job Description:
We are looking for Customer Service Representatives that want to
become a member of a growing organization, who will offer new ideas
& will work hard to make the company, and themselves a success. The
Customer Service Representative responsibilities may include a
variety of different duties including the processing & entry of new
business, updating & creating reports in Word & Excel, taking
customer phone calls, trouble shoot, organize & file documentation
as a part of general administrative duties.
Required Skills for Customer Service Representative:
Proficiency with Microsoft Word and Excel. Data entry abilities a
must.The ability to learn quickly, organize and multi-task is very
important in our company?s day-to-day business. Professional
communication skills and a high level of customer service are
expected.
Customer Service Representative Responsibilities:
? Answer incoming client phone lines.
? Make investor contact changes in the STAR system.
? Process mail in time frames required by the SEC.
? Run reports related to investor and representative configurations
at end of day.
? Make follow-up calls for new business information needed for
investors or representatives.
? Comply, enter and proof incoming new subscriptions.
? Work on client requests to update STAR for new investments.
? Organize scheduled shipping of welcome letters and
confirmations.
? Follow up with representatives and investors for information
needed to complete subscriptions.
? Send, or help client run, new business reports as requested.
? File new business paperwork as appropriate.
? Follow-up with representatives and investors for information
needed to complete transfer and change requests.
We are an equal employment opportunity employer and will consider
all qualified candidates without regard to disability or protected
veteran status.
Keywords: , San Rafael , Customer Service Representative, IT / Software / Systems , San Rafael, California
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