Customer Service Representative

Location: Santa Rosa
Posted on: March 15, 2023

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