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Customer Service Representative

Location: San Rafael
Posted on: September 10, 2020

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 client & investor phone calls, organize & file documentation as a part of general administrative duties.



Required Skills for Customer Service Representative:



Proficiency with Microsoft Word and Excel is 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, PR / Public Relations , San Rafael, California

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