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Financial Customer Service Representative

Company: Johnson & Hill
Location: Chicopee
Posted on: October 14, 2021

Job Description:


Are you knowledgeable in finance and looking for a great foot-in-the-door opportunity? Use your computer and people skills in this Financial Customer Service Rep position to really wow this large employer; it could turn out to be a major career steppingstone!  Pay rate is $21  per hour.


In this role, you’ ll perform various clerical duties to support. This includes reviewing accuracy of data, resolving not in good order (NIGO) issues, and interacting regularly with field offices to ensure proper completion of processes. You’ ll use your excellent communication skills to work via phone, e-mail, & written correspondence to communicate processes and concepts to field offices, and you’ ll handle data-entry to re-assign business to new agents.


Investment Services Representative Requirements

  • At least 2 years of financial services industry experience
  • Excellent written and oral communication skills
  • Strong organizational, analytical, and data-entry skills
  • Strong systems aptitude and advanced Excel proficiency

Keywords: Johnson & Hill, Chicopee , Financial Customer Service Representative, Other , Chicopee, Massachusetts

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