Customer Service Rep



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Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142 Phone : 262-694-2759



Job Description

Candidate would be in a support role for Investment Client Services and primary responsibilities would include mail sorting, faxing, document uploads, and check sorting.

Excellent work history and prior experience with mail sorting and distribution.

College degree AA or Bachelors is preferred, we would consider a new graduate for this role.

Deliver a distinctive client experience

* Successfully resolves questions inquiries from Financial Reps and clients

* Achieves productivity standards and goals while maintaining the highest level of customer service

Critical Thinking/Problem Solving

* Handles phone and transactional responsibilities while maintaining a high level of confidential and personal information appropriately

* Ability to effectively handle casework/transactional duties with the high degree of accuracy and quality

* Ability to work independently and with your team to consistently identify opportunities improve work progresses

* Researches and evaluates possible solutions using available resources

* Manages casework in accordance with area service and/or productivity standards

* Adheres to strict confidentiality and privacy standards

Change Agility

* Welcomes change and embraces an environment where continuous improvement is expected from all employees

* Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand

* Identify opportunities for improvement and is an advocate for delivering viable solutions/alternatives

Digital Savvy

* Ability to perform keyboarding/computer skills accurately and efficiently

* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint

Minimum of 1 year of experience.