Qualifications

• Minimum 1 year of customer service experience, preferably in the retirement or financial services industry
• High School Diploma or equivalent
• Intermediate-level proficiency in Microsoft Office
• In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
• Customer Focus
• Property and Casualty License preferred 

Responsibilities

• The Client Service Representative delivers a superior client experience by identifying, troubleshooting, and assisting the client’s needs
• Follows the guidelines set forth in the Equity Trust Service Philosophy
• Provides inbound and outbound call servicing and operational support to individual investors and institutional clients