Customer Service Representative

Job Description

Position Type:

Contract

On-Site

Required:

Bachelor’s degree preferred or equivalent education or experience.

Financial experience required; mutual fund experience preferred.

Inbound call experience required.

Excellent interpersonal and client service skills.

Effective written and verbal communication skills.

Strong attention to detail and excellent judgement.

Organizational skills, attention to detail and excellent follow up skills.

Ability to research and resolve problems and service inquiries and escalate when appropriate.

Strong computer skills including Microsoft Suite.

Be self-motivated and able to work in a strong team and high activity environment.

Responsibilities:

Provide world class customer service to field facing counterparts in all interactions.

Ability to handle a high volume of requests in a fast paced environment.

Be self-motivated and able to work in a strong team and high activity environment.

Troubleshoot live mutual fund order entry and trade adjustment inquires.

Able to assist the field with mutual fund journal requests.

The ability to deliver and review 529 plans offered.

Apply firm policies and procedures on 529 account opening and maintenance.

Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests.Company Description

Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.