Our Customer Service Representatives (CSR) are committed to providing outstanding customer service through daily interaction with our customers.  Customer Service Representatives are primarily responsible for processing inbound customer requests and soliciting sales from current/prospective accounts.  They support sales and marketing efforts and partner with the local sales force to grow business.

Company Overview 

Since 2001, Vestmark has worked with leading wealth management firms to deliver solutions that provide seamless advice delivery, and compliance with industry regulation, while growing their business. Our team of over 350 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology. We come to work with an understanding that we are all consumers of financial information and strive to improve how it's accessed and delivered.

Job Responsibilities 

• Professionally interact with customers and potential customers over the phone
• Sells product to customers according to company guidelines and procedures
• Investigates and solves customer issues
• Accurately handles and accounts for all cash and credit transactions including collections
• Responsible for all product transfers
• Follow all safety practices as outlined in the policies and procedures manual
• Other duties as requested or needed

Qualifications 

• Develop and maintain a thorough knowledge of vendor products, NTW pricing programs, and NTW promotions to provide accurate information to customers
• Experience with Microsoft Office (Word, PowerPoint, Excel and Outlook)
• Customer service orientation and a high level of professional integrity
• Ability to work well under pressure and handle multiple tasks
• Strong telephone, verbal and written communication skills
• Maintain a current driver’s license
• Ability to work a flexible schedule including weekends
• Criminal Background Check and Pre-employment Drug Screen

Benefits 

• Competitive compensation
• Medical, Dental and Vision coverage
• Company paid short term disability and company subsidized long term disability
• Company paid life insurance
• 401(k) with company match and immediate 100% vesting
• Generous paid vacation and paid time off
• Tuition reimbursement
• Flexible spending account
• Employee assistance program
• Purchasing power program that allows associates with a year of service to make retail purchases for through convenient payroll deduction
• Employee automotive service discounts
• And more!