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Client Services Representative

Company: Tential
Location: Thousand Oaks
Posted on: September 23, 2022

Job Description:

Client Services Representative Benefits:

  • Obtain experience in a large corporate environment
  • Potential to be hired permanent
  • Hybrid role working on site 2-3 days per week with the remainder being remote Client Services Representative Requirements:
    • Minimum of 3 years of experience in customer service in a high volume, fast-paced environment (preferred).
    • You are passionate about customers/clients and are fulfilled by finding solutions in real-time over the phone or communicating via email.
    • You can work in a fast-paced environment where multitasking and organization skills are required.
    • You pay attention to detail and have strong problem solving and decision-making skills.
    • You are a team player who is self- motivated, has a sense of urgency, and looks for process improvement.
    • You demonstrate integrity, exhibit team spirit and enthusiasm, and establish trust and credibility.
    • You have strong interpersonal, and communication skills.
    • You are sound, balanced, and have timely decision-making skills. Client Services Representative Job Description: Our Client, a Fortune 500 Financial Services Company, is seeking individuals who are looking for an opportunity to gain experience in a corporate environment as a Client Service Representative. This is an excellent opportunity to work in a large corporate organization and learn their corporate culture and service lines through an extensive paid training program.
      • Receive approx. 40 to 50 calls per day from current customers inquiring about their retirement benefits (50% of position).
      • Independently processes all claims (retirement benefits) received from the TPA. Process includes tax analysis and systems updates.
      • Generate participant correspondence using templates as well as freeform composition.
      • Process account/database maintenance on correspondence mailed by participants.
      • Independently and courteously manage customer requests and inquiries from the toll-free customer service line.
      • Responsible for all functions of the operation, which include the call center, claims, and correspondence processing.
      • Perform overpayment recovery process with appropriate follow up.
      • Address rejected items from bank ??? EFT rejects, reclaims, etc. #RPO #LI-BA1 -

Keywords: Tential, Thousand Oaks , Client Services Representative, Sales , Thousand Oaks, California

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