Job Summary

A financial services company has a current position open for a Remote Financial Services Client Services Account Representative.

Core Responsibilities Include:

• Managing a queue of cases and respond within a defined time frame
• Developing a basic understanding of retirement plans
• Advising clients of internal processes

Applicants must meet the following qualifications:

• Able to adapt easily to process and organizational changes
• Ability to have difficult conversations with clients while maintaining professional demeanor
• Skills in customer service, organization, and collaboration