Customer Service Representative

Job Summary

A company is looking for a Customer Service Representative to provide exceptional service to clients and financial advisors.

Key Responsibilities:

• Deliver superior customer service through inbound calls, emails, and chat
• Manage a high volume of inquiries and analyze problems for effective solutions
• Utilize technology to accurately record interactions and support customer needs

Required Qualifications:

• Experience in a fast-paced customer service environment
• Strong technical skills to navigate multiple software applications
• Ability to work independently and collaboratively in a team setting
• Confidence in learning and applying new information quickly
• Knowledge of financial services is a plus