Client Service Representative

**Description**

**The Role**

As a Client Service Representative (CSR), you will be responsible for delivering high-quality service and support to Advisory and Insurance clients using web-based systems for tracking, information gathering, delivering education, and troubleshooting issues. This role involves handling customer inquiries related to accounts, transactions, products, and services, while ensuring compliance with regulatory requirements and internal policies. The CSR serves as a trusted resource, providing accurate information, resolving issues efficiently, and promoting a positive client experience.

**The Requirements**

Deliver Service Excellence

+ Provide a high level of client service support while handing client questions and concerns in respect to products and services.
+ Quickly build rapport and respond to clients in a compassionate manner by identifying and exceeding expectations.
+ Demonstrate flexibility to customize...

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