Client Service Agent

Position Overview

We are seeking a Customer Service Representative to join our team at Preferred Trust Company. In this role, you will be the first point of contact for our clients, providing outstanding support and assistance while contributing to our mission of delivering high-quality financial services.

Compensation: $19.00 - $20.00 per hour
Job Type: Full-time
Expected Hours: 40 per week
Work Location: In person

Key Responsibilities

• Serve as the primary point of contact for customer inquiries and support requests.
• Provide accurate information regarding services to clients.
• Use Salesforce to track interactions and manage customer relationships effectively.
• Collaborate with internal teams to resolve issues and enhance customer satisfaction.

Required Qualifications

• Proven experience in a customer service role, preferably in the financial services industry.
• Strong communication skills, both verbal and written.
• Able to work in a fast-paced environment and juggle multiple tasks.
• Familiarity with Salesforce or similar CRM tools is a plus.
• High school or equivalent (Required).

Preferred Qualifications

• Customer service experience of at least 3 years.

Benefits & Perks

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance