Customer Service Representative

Customer Service Representative at Prodware Solutions Customer Service Representative at Prodware Solutions in Bloomfield, Connecticut Posted in 7 days ago.

Type:

full-time

Job Description:

Customer Service Specialist Location:

20 Church Street, 16th Floor, Hartford, CT 06103

• onsite

Duration:

2+ years contract

Start Date:

3rd week of June 2026 3-4 weeks onsite training program.

• paid No leaves while on training.

Shift:

Monday through Friday general shifts

• hours vary
• 8AM EST
• 5 PM

EST / 10AM EST

• 7PM EST 2 rounds of interview
• 1 Virtual and 1 F2F.

Interviews will start on 2nd week of May 20206 This will be a high call volume call center background work.

Client Note:

Strong experience / knowledge with

IRA, 529

plans, Retirement Account / Insurance / Banking / Financial services experience. This role includes benefits mentioned below:

Benefits Details:

Annual bonus: up to 8% of base pay paid out on a quarterly basis

Annual PTO:

15 vacation days, 10 sick days, 2 floating holidays and 8 company holidays, volunteer time-off

Other PTO:

Jury duty, bereavement leave, military leave etc. as applicable per State regulations.

Benefits:

Elected benefits such Medical (along with subsidized gym memberships), dental, vision insurance, Legal, identify theft, critical illness, pet insurance offered at competitive premiums. Basic life Insurance, Short Term and Long term disability and employee assistance program including mental health support, online yoga access at NO COST to the employee. 401k match: up to 3% annually.

Responsibilities:

Respond to customer via phone, email and text with there inquires based on

IRA, 529

plans and Retirement Account /Insurance/Financial Products. Experience including account transfers, shareholder transactions, and account maintenance is preferred Deliver first class inbound customer service in every single contact as part of our Fund Services operations. Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally. Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to customer inquiries and issues. Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations Document all customer interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies. Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service. Assist the managers with deep dive discussions and remediation of top pain points to help improve performance. Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.

Key Skills:

Process customer requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates. Experience with Financial products / Retirement / Insurance background Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements. Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer agency processes.