Client Service Representative

10bits is a Healthcare and Professional Staffing Company.From nursing staffing, temp to hire, and permanent to healthcare contracts, 10bits provides hospitals and medical facilities with high-quality clinical professionals with the highest standards and compliance to provide the best medical care.Job Title:Client Service Representative Job Location:Cohoes, NY 12047 Job Type:Contract Job Duties: Managing the pipeline of new business opportunities in Salesforce Counseling on-boarding, data management and contracting Preparing, submitting, and tracking of new accounts through to funding Introducing clients and providing clients with an overview of website features Monitor and resolve client billing and contract issues Schedule client meetings and support counseling Quality requirements Assist with tax season activities, including tax return quality control, estimated payments and e-filing Prepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issues Complete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.) Interface with internal groups to complete various investment and operational tasks, including various items relating to accounts Special Investments and Private Equity requests Fixed Income groups for keep/sell analyses and funding exceptions Client Data Management for data management and updating of records Initiating and tracking status of Annual Letter Mailings Completion of call backs and knowledge-based authentication as required Job Requirements: 2-5 years of experience with Word, Excel, PowerPoint, and Outlook. A minimum of 2-5 years of work experience in a professional corporate environment. Strong written and verbal communication skills Bachelor's degree required Working knowledge of Word, Excel, Outlook, and PowerPoint Ability to work in a fast-paced environment and think clearly under pressure Excellent communications skills; team focused Extremely organized and detail-oriented Completion and passing of the SIE is preferred but not required.Schedule: 08:00 AM - 05:00 PM Morning Shift 40 hours/Week Pay:$20.00 - $25.00 per hour Experience: professional corporate environment:2 years (Required) Word, Excel, PowerPoint, and Outlook.:2 years (Required) Work Location:In person.