The Customer Service Representative 5 is an entry-level position responsible for assisting in customer related activities and providing resolutions in coordination with the Customer Service team. The overall objective of this role is to address external customer issues and provide ongoing customer service support.
**Responsibilities**:
- Manage client inquiries, ensuring proper investigation and timely resolution that is compliant with departmental standards
- Develop and maintain client portfolio through regular calls and face to face interaction, as needed
- Provide clients with transactional and inquiry activity scorecards and host review calls with clients related to productivity and usage of self-service tools
- Inform customer about problems (system failures, market issues) and provide regular resolution updates
- Escalate customer feedback, processing delays and errors appropriately
- Maintain knowledge of new market and regulatory requirements affecting cli...