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Client Service Representative

Cincinnati, OH, United States

Qualifications

Minimum 1 year of customer service experience, preferably in the retirement or financial services industry

High School Diploma or equivalent

Intermediate-level proficiency in Microsoft Office

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

Customer Focus

Property and Casualty License preferred

Responsibilities The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needs

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

Apply

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