Senior Representative, Client Experience
Westlakeonsitesenior
Posted today · via Workday
About this role
Job Description: The Role Are you seeking an opportunity to thrive in a fast-paced, collaborative service environment focused on strengthening relationships and driving client loyalty? Are you known as a trusted go-to person? If so, a role within Client Service and Support may be the right fit for you. The Client Service and Support team delivers high-quality service interactions to clients who leverage the National Financial Services platform for clearing business needs. In this role, you will support clients through a variety of phone-based inquiries and transactions, including retirement distributions, checks, wires, journals, account documentation and features, and transfers of assets.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: css, teams
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Westlake. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
cssteams
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