Client Service Representative Category Customer Service Location Cincinnati, Oh

Fusion HCR LLC

Cincinnati, Oh, United States
On-site
Customer service experience
Microsoft office proficiency
Inbound and outbound call servicing
Fusion HCR LLC is seeking a Client Service Representative in Cincinnati, OH, who possesses at least one year of customer service experience, ideally within the retirement or financial services sector. The role focuses on delivering exceptional client experiences through effective communication and operational support

Job Summary

  • The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs.
  • Provides inbound and outbound call servicing and operational support to individual investors and institutional clients.
  • Follows the guidelines set forth in the Equity Trust Service Philosophy.

Matching Summary

Match Score: 85

Fusion HCR LLC is seeking a Client Service Representative in Cincinnati, OH, who possesses at least one year of customer service experience, ideally within the retirement or financial services sector. The role focuses on delivering exceptional client experiences through effective communication and operational support.

Skills & Requirements

Must-have

  • customer service experience
  • Microsoft Office proficiency
  • inbound and outbound call servicing

Nice-to-have

  • retirement industry experience
  • financial services industry experience
  • Cultivates Innovation
  • Nimble Learning
  • Action Oriented
  • Collaborates
  • Being Resilient
  • Customer Focus

Key Requirements

  • Minimum 1 year of customer service experience
  • High School Diploma or equivalent
  • Intermediate-level proficiency in Microsoft Office
  • Property and Casualty License preferred

Work Rights

Not specified

Tailored Resume

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