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Account Service Representative - Contract

Location: Folsom, CA, United States
Job # 10424827
Date Posted: 02-13-2018
Title: Account Services Representative
Location: Folsom, CA 95630
Salary: $14.00 Hourly
Start Date: ASAP
4-6 Week Contract 

Our client, a leading provider of retirement plans, insurance, and consulting services is seeking an Account Service Representative to join the Client Services team.  They will work to determine vested benefits, reconciling trust assets including participant loans and contributions.
 
They may assist with compliance testing and form 5500 preparation while working 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 to both phone and email requests.
 
Requirements:
  • Banking or financial services experience; tellers, personal bankers
  • Strong client service skills.
  • MS Excel proficiency
  • 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 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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