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Client Associate
Ref No.: 19-10872
Location: Franklin, Tennessee

Client Associate


Your role

Are you truly service oriented? Do you know how to take care of people?

We're looking for a Customer Service Representative to:

• Answer inbound calls from our internal clients at the branches.
• educate clients on account services and capabilities
• have basic computer troubleshooting skills for tier 1 support and document and ticket calls.
• Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
• Have strong organizational skills, attention to detail, and excellent follow-up skills
• Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Your team

You'll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you'll play an important role in providing excellent service to our internal clients, the branches and external clients.


Your expertise

• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite
• 4 year degree in related field
• Citrix, Good for enterprise, or Active Directory is a plus
• Windows 7 navigation skills
• Basic under5standing of computer networking
• Monitor, speaker, mice and keyboard troubleshooting, ETC.
• Know how to use r4emote access tools to assist clients
• Outlook and Microsoft office troubleshooting skills