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Account Service Representative

Location: Folsom, CA, United States
Job # 10286569
Date Posted: 01-03-2018
Title: Account Services Representative
Location: Folsom, CA 95630
Salary: $14.00 Hourly
Start Date: ASAP
4-6 Week Contract 

We have an excellent opportunity for an Account Service Representative who works to assist our Client Service Managers in providing best of class service to our clients.  The Account Service Representative will work to determine vested benefits, reconciling trust assets including participant loans and contributions.
 
S/he may assist with compliance testing and form 5500 preparation while working collaboratively with Client Service Mangers to service all client requests.  Our Account Service Representatives provides client support and customer service on day to day issues with clients by responding both orally and via written communication.
 
Requirements:
  • Banking or financial services experience; tellers, personal bankers
  • Must have superior client service skills.
  • Advanced MS Excel experience.
  • Proactive and resourceful.
  • Able to multi-task and work in a fast-paced environment.
  • Ability to build internal relationships and communicate effectively with others.
  • Must have exceptional organization skills, strong attention to detail and a high degree of accuracy.
  • Must exhibit strong written and oral communication skills.
If you feel your skills align with this position, please send your resume in a PDF or Word format for immediate consideration.
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