Client Service Representative Category Customer Service Location Cincinnati, Oh

Fusion HCR LLC

Cincinnati, OH, US
On-site
Minimum 1 year customer service experience
High school diploma or equivalent
Intermediate microsoft office proficiency
Fusion HCR LLC is seeking a Client Service Representative in Cincinnati, OH, to enhance client experiences in the retirement and financial services sector. The ideal candidate should possess customer service experience, proficiency in Microsoft Office, and demonstrate key behavioral competencies

Job Summary

  • The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client's needs.
  • The role involves providing inbound and outbound call servicing and operational support to individual investors and institutional clients.
  • Employees must follow the guidelines set forth in the Equity Trust Service Philosophy while exhibiting core company competencies.

Matching Summary

Match Score: 85

Fusion HCR LLC is seeking a Client Service Representative in Cincinnati, OH, to enhance client experiences in the retirement and financial services sector. The ideal candidate should possess customer service experience, proficiency in Microsoft Office, and demonstrate key behavioral competencies.

Skills & Requirements

Must-have

  • Minimum 1 year customer service experience
  • High School Diploma or equivalent
  • Intermediate Microsoft Office proficiency

Nice-to-have

  • Retirement or financial services background
  • Property and Casualty License preferred
  • Customer Focus behavioral competency

Key Requirements

  • 1 year of customer service experience
  • High School Diploma or equivalent
  • Property and Casualty License (preferred)

Work Rights

Not specified

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