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Use left and right arrow keys to navigate
Hours Full-time, Part-time
Location Westlake, OH
Westlake, Ohio

About this job

JOB SUMMARY: The Client Service Rep I provides inbound and outbound call servicing and operational support to individual investor and institutional clients. Daily activity includes: assisting clients with financial transactions; researching client inquiries which range from questions regarding account statements to required filings; account transfers and distributions; general online assistance; managing the overall client experience. ESSENTIAL FUNCTIONS: Provides follow-up on client concerns, i