Contemporary Staffing is looking to fill Client Service Representatives in Warwick RI.
The Client Service Representative is responsible for processing financial transactions and customer requests at a high rate of quality and productivity into college savings plans. The candidate must be able to work in a high-paced environment and work. A degree of decision making is essential to this position. Overtime may be required. There are a variety of shifts available for this position.
Essential Duties and Responsibilities:
a) Process a diverse range of financial and non-financial transactions including but not limited to:
- New Account Set Up
- Account Contributions
- Account Disbursements
- Fund Transfers and Exchanges
- Client Correspondence
b) Consistently meet productivity, timeliness, and quality standards.
c) Periodically assist or coordinate support for other functional units.
d) Perform quality assurance on transactions processed by peers.
e) Overtime during some weekends and holidays may be required.
1 to 2 years’ experience in a professional work environment preferred.
Strong analytical, problem solving, organizational, interpersonal, and communication skills.
Detail oriented, PC/keyboard proficient, flexible, self-motivated, ability to multitask and work well under pressure.
Prior financial service industry experience.
Bachelor’s Degree or equivalent experience.