Customer Service Representative

Job Purpose: Manage a financial office.  Minimum of 2 years experience in the financial services industry. Duties: * Opens customer accounts by obtaining and verifying required information; inputting information into customer account database. * Documents actions by completing forms, reports, logs, and records. * Maintains customer confidence by keeping account information confidential. * Avoids legal challenges by complying with legal requirements. * Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining Read more […]

May 17, 2010 • Tags: , , • Posted in: General • Comments Off on Customer Service Representative