Customer Service Representative

Officeteam Glen Allen , VA 23060

Posted 2 months ago

Customer Service Representative Openings! Sharpen your skills as a Customer Representative in the growing Financial Services industry through this opportunity at OfficeTeam. Do you wish to take your social skills and put them to work to further the growth of an awesome business? This will be a fantastic next step in your career. This role will be situated in a challenging and dynamic environment. This Customer Service Representative job is short term temporary, and located in Glen Allen, Virginia. Your responsibilities

  • Field and send written business correspondence

  • Organize and route incoming telephone calls

  • Offer friendly, accurate customer service in a timely fashion

  • Through your success in the role, you will support business development and client referral goals by actively cross-selling and referring customers


  • Strong customer service and office administrative skills

  • Ability to simplify complex problems and build solutions

  • Strong communication skills, both verbally and in writing

  • 2+ years' experience of demonstrated performance in a goal-driven customer-focused environment preferred

  • Foundational knowledge of Customer Relationship Management (CRM) systems, e.g. ACT!, Illustrator, Highrise, and Insightly

  • Ability to use multiple computer systems, applications, and utilize search tools to find information

  • Demonstrated ability to interact effectively with internal and external partners and clients/customers

  • Deep understanding of customer service - individual retirement accounts (IRA's) experience preferred

  • Investment operations experience

  • Knowledge of Microsoft Office

  • Data entry experience desired

  • Proven experience going the extra mile to solve complex customer inquiries via extensive research - success driven attitude and an engaging businesslike approach If you are a service 'champion' who looks to improve and deliver personalized service based on individual customer needs, we want to hear from you. Contact us today!

Employment Type: Temporary

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Customer Service Representative