Job Description

JOB OVERVIEW:
The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs.

RESPONSIBILITIES & DUTIES:
  • Follows the guidelines set forth in the Equity Trust Service Philosophy.
  • Provides inbound and outbound call servicing and operational support to individual investors and institutional clients.
  • Assists clients with financial transactions.
  • Research client inquiries including questions regarding required filings, asset holdings, forms completion and general online assistance.
  • Trains clients on the myEQUITY online portal.
  • Provides timely follow-up on client concerns, issues, and transaction progress.
  • Answers client questions regarding services and fees.
  • Documents appropriate record of calls in Equity Trust systems.
  • Follows all department procedures to ensure a superior clien...

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