Client Service Representative

Is this role right for you?

Initiate opportunities for cross-selling and referrals, and in the support of outbound campaigns.

Be accountable for delivering a superior client experience – one predicated on building trusted relationships and collaborating with peers across the organization. 

Lead the identification and troubleshooting of web issues that require advanced technical support.

Contribute to the overall success of the Client Services team by leading by example relative to the achievement of departmental goals, policy and procedure compliance and meeting or exceeded service level agreements.

Be accountable for developing and maintaining detailed knowledge relative to MD products and services.

Maintain and monitor outstanding inquiries and issues, ensuring that established service level standards are met, and appropriate solutions are identified to address administrative errors/problems.

Ready to Apply?

Submit your application today and join our talented team at MD Financial Management.