Customer Services Representative

Top Job

Located in San Rafael, CA

Salary: $16/hr.

CUSTOMER SERVICES REPRESENTATIVE NEEDED - EVALUATION TO HIRE OPPORTUNITY - SAN RAFAEL LOCATION - $16/HR

PUBLIC TRANSPORTATION ACCESS!

GREAT TEAM ENVIRONMENT!

OPPORTUNITY FOR ADVANCEMENT!

 

JOB SUMMARY:

 

We are looking for candidates that want to become a member of a growing organization who will offer new ideas & will work hard to make the company, and themselves, a success. The New Business Representative will assist in the processing of incoming new investments. Review and enter and proof new investments.  Assist where needed with completing daily administrative tasks of scanning, filing, and daily correspondence generation.  Work/contact various industry participants of, advisor, custodians, and client contacts. 

 

KNOWLEDGE, SKILLS, AND ABILITIES:

 

Proficiency with Microsoft Word and Excel is a must. The ability to learn quickly, organize and multi-task is very important in our company’s day-to-day business. Professional communication skills and a high level of customer service are expected.

 

Position Responsibilities:

 

  • Answer incoming client phone lines.
  • Make follow-up calls for new business information needed for investors or representatives.
  • Comply, enter and proof incoming new subscriptions.
  • File new business paperwork as appropriate.
  • Process mail in timeframes required by the SEC.
  • Make follow-up calls for new business information needed for investors or representatives.

REQUIREMENTS

 

BS degree or 2 years related experience preferred

 

SEND RESUME FOR IMMEDIATE CONSIDERATION: DAWN.STAMPER@EXPRESSPROS.COM

Express Office: San Rafael
38 Mitchell Boulevard
San Rafael, CA 94903




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