SantarosaRecruiter Since 2001
the smart solution for Santa Rosa jobs

Customer Service Representative

Location: Santa Rosa
Posted on: January 14, 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.



To be considered for this position, all applicants must have a flexible schedule! We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Santa Rosa , Customer Service Representative, PR / Public Relations , Santa Rosa, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Wholesale Underwriter Mortgage
Description: Terrific opportunity for a professional individual ready to move ahead in a great career. As a Mortgage Wholesale
Company:
Location: Livermore
Posted on: 01/14/2020

Customer Service - Established Company
Description: This Customer Service Position Features: br Established Company br Great Experience br Variety Of Duties br Great Pay up to
Company:
Location: Rohnert Park
Posted on: 01/14/2020

Data Entry Operator
Description: Immediate need for Data Entry Operators with excellent customer service skills. Attention to details, data
Company:
Location: Novato
Posted on: 01/14/2020


Escrow Assistant - Excellent Compensation Package
Description: This Escrow Assistant Position Features: br Excellent Compensation Package br Professional Environment br Variety Of Duties br Great Pay to 47K br br Immediate need for escrow assistant (more...)
Company:
Location: Campbell
Posted on: 01/14/2020

Order Desk -
Description: Job Responsibilities: br br General order processing including material allocation and production scheduling br br Coordination between sales/customers
Company:
Location: San Leandro
Posted on: 01/14/2020

Customer Service Representative
Description: Do you enjoy assisting customers in a fast-paced, rewarding environment Do you like building relationships and helping out the community If so, then this Customer Support position is for you br (more...)
Company:
Location: Santa Clara
Posted on: 01/14/2020

Wholesale Underwriter - Competitive Pay
Description: This Wholesale Underwriter Position Features: br Competitive Pay br Fun Work Environment br Established Company br Great Pay to 39/hr br br Immediate need for wholesale underwriter (more...)
Company:
Location: Livermore
Posted on: 01/14/2020

Data Entry Operator - Variety Of Tasks
Description: This Data Entry Operator Position Features: br Variety Of Tasks br Competitve Pay br Training br Great
Company:
Location: Walnut Creek
Posted on: 01/14/2020

Data Entry/ Verifier
Description: Seeking accurate Data Entry Operators to add and edit records in our database. Responsibilities for the Data Entry Operator will be
Company:
Location: Novato
Posted on: 01/14/2020

Data Entry/Word Processors - Room For Growth
Description: This Data Entry/Word Processors Position Features: br Room For Growth br Great Locations br Bart Accessible
Company:
Location: Walnut Creek
Posted on: 01/14/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Santa Rosa RSS job feeds