Customer Service Representative

BCforward began as an IT business solutions and staffing firm. Founded in 1998, BCforward has grown with our customers’ needs into a full service personnel solutions organization. BCforward’s headquarters are in Indianapolis, Indiana and also operates delivery centers in 17 locations in North America as well as Hyderabad, India and Puerto Rico. We are currently the largest consulting firm and largest MBE certified firm headquartered in Indiana.

With 14+ years of uninterrupted growth, the addition of two brands (Stafforward and PMforward) and a team of more than 1400 resources our teams deliver services for multiple industries from both public and private sectors. BCforward’s team of dedicated staffing professionals has placed thousands of talented people over the past decade, with retention rates that are consistently higher than the industry average.

Job Title:

Customer Service Representative

Duration: 12+ Months Contract

Job Specific

Description:

Critical role in effectively managing daily business objectives with phone volume and service level management through the Managed Product MLSN Service Lines. Provides managed product support for Branch Offices to ensure all necessary tools, training and adequate client experience are being provided. Support includes daily interaction with Branch Offices, the MSG Product Partners and various operational teams within the home office.

This individual will be responsible for providing service support for the Managed Accounts Processing and Services Department. Service inquiries from the branch offices include enrollment, maintenance, termination and billing of accounts for the below managed products.

• Personal Investment Advisory (PIA)
• Merrill Lynch Personal Advisor (MLPA)
• Mutual Fund Advisor (MFA)

Required Skills:

Client focused, self-directed, team oriented. Good communication and organizational skills. Experience with Microsoft Office Products (Word, Excel, Outlook). Solve problems and makes decisions, adept to client service, flexible and adaptable. Detail oriented, uses policies and procedures accurately.

TRAINING: 1 week of classroom training followed by 3 weeks of on the job training. Training schedule is typically Monday
- Friday; 9:00 AM
-5:30 PM; this schedule may differ slightly.

Suppliers must use the job seeker comments section to document the level/whether the job seeker has these requirements at the time of submission. The skills are in order of importance. The more skills the candidate has, the higher they will rank in potential short listing to the manager:

Additional Info:

Must be able to pass a background check and a drug screen.

Need a 4 years Bachelor's and some financial industry experience.

Additional Info:

Must be able to pass a background and drug screen