Client Services Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

Digital Assurance Certification, LLC (DAC Bond) ยท 9 hours ago

Client Services Representative

positionOrlando, FL
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Digital Assurance Certification, LLC (DAC) offers post-issuance securities and tax compliance services to the municipal securities market. The Client Services Representative will provide exceptional support to clients, manage communications, and ensure customer satisfaction while acting as a liaison between clients and internal teams.

Financial ServicesGovernmentSecurity
Hiring Manager
Lisa Olsen
linkedin

Responsibilities

Providing exceptional support to clients
Addressing queries and ensuring customer satisfaction
Maintaining client relationships
Managing communications
Resolving issues promptly
Providing insights related to financial and compliance services
Acting as a liaison between clients and internal teams to ensure service excellence

Qualification

Client ServicesCustomer ServiceFinance principlesCustomer SatisfactionMicrosoft Office SuiteCommunication skillsAttention to detailProblem-solvingBachelor's degreeFinancial services experience

Required

Strong skills in Client Services and Customer Service to deliver exceptional experiences and build lasting client relationships
Excellent Communication skills to facilitate clear and effective exchanges between clients and team members
Customer Satisfaction expertise with a focus on promptly resolving issues and fostering positive client engagements
Understanding of Finance principles, including knowledge of securities, compliance, or related areas
Attention to detail, problem-solving skills, and the ability to handle multiple tasks simultaneously
Proficiency in common software tools such as Microsoft Office Suite

Preferred

Bachelor's degree in Business, Finance, or a related field is preferred
Experience in the financial services or municipal securities industry is a plus

Company

Digital Assurance Certification, LLC (DAC Bond)

twittertwitter
company-logo
Digital Assurance Certification, LLC (or "DAC"), formerly an affiliate of Ernst & Young, LLP, provides post-issuance securities and tax compliance services to municipal securities market participants, and operates an integrated disclosure repository for obligors' municipal and direct/taxable bond issues.
dateFounded in 1997
location
Orlando, Florida, USA
people-size11-50 employees
web-link
https://www.dacbond.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase