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Seasonal Client Service Representative Jobs in Ohio

VCA Animal Hospitals

Client Service Representative

Findlay, OH · On-site

$15 - $20.50/hr

We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is ...

VCA Animal Hospitals

Client Service Representative

Findlay, OH · On-site

$15 - $20.50/hr

We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is ...

Amicis Global

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Client Service Representative Location: Columbus, OH Duration: 12 Months Preference for 1 of the following criteria: * College Degree * Previous contact center experience Position Description Client ...

Amicis Global

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Title: Client Service Representative Location: Columbus, OH Duration: 12 Months Candidates must be available to work an 8 hour shift within the timeframe of 8 AM - 6 PM Responsibilities include:

Trak Group

Client Service Representative

Cincinnati, OH

$15.25 - $20.75/hr

Client Service Representative Setting/Hours: 100% In-Office | 8-5 Join trak group in partnering with a growing client in Cincinnati, Ohio that's expanding its Shared Services team. Customer Solutions ...

compunet

Client Service Representative

Dayton, OH

$15.50 - $21/hr

The Client Service Representative will exemplify CompuNet's mission and value to both internal and external customers in response to telephone calls, critical value reporting and inquiries by clients ...

Andover Bank

Client Service Rep I

Andover, OH · On-site

$13.50 - $18.25/hr

POSTION SUMMARY The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the ...

Andover Bank

Client Service Rep I

Andover, OH · On-site

$13.50 - $18.25/hr

Job Type Full-time Description POSTION SUMMARY The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding ...

Andover Bank

Client Service Rep I

Andover, OH · On-site

$13.50 - $18.25/hr

Description POSTION SUMMARY The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions ...

MedVet

Veterinary Client Service Representative

Cincinnati, OH · On-site

$15.25 - $20.75/hr

Client Service Representative (CSR) for Neurology Department Our Client Service Representatives have the first interaction with our clients providing superior service to ensure client interactions ...

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Client Service Representative

Conservative Financial Solutions

Harrison, OH • On-site

$15.25 - $20.75/hr

Other

Posted 3 days ago

New

Job description

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily?


If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in Harrison, Ohio, is seeking to add a Client Service Representative to our Team!


The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.


Job Description

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.


Minimum Requirements:

  • Associates Degree preferred
  • Financial Industry experience required
  • 2 + years working alongside a Financial Advisor in a fast-paced office environment
  • Securities and insurance licensed preferred or willing to obtain during tenure
  • Experience with MS Office Suite and the ability to learn new software quickly


This position requires that you possess the following skills:

  • Strong organizational skills
  • Excellent communication both written and verbal
  • Attention to detail and accuracy
  • Proactive Management Style and consistent follow-through


Responsibilities/Tasks:

This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:


  • Receive incoming client service calls in a friendly manner
  • Complete each service request and resolve client issues
  • Input notes into CRM and keep updated
  • Coordinate and follow up on each client transfer
  • Review application prior to submission
  • Prepare client review summary for upcoming appointments
  • Maintain professional communication with clients and staff
  • Assist with Client update reports and mailings
  • Assist in setting client appointments for Advisor
  • Assist with New Business processing

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