Client Service Representative
Northern Trust
May 2011 - Jun 2013 (2 years 2 months)
• Greet public in person and over the telephone
• Answer questions regarding status of various accounts and attend to problems or complaints from customers in person, on the telephone or by written correspondence.
• Explain policies, regulations and rate structures
• Open and close accounts
• Post payments to the proper account
• Count cash
• Calculate, balance, and reconcile cash drawers, cash receipt records, spreadsheets and other records
• Research and resolve account and billing problems
• Set up and maintain various files, records and registers
• Complete a variety of forms and prepare account summaries and reports
• File forms and records
• Make photocopies and operate a variety