Customer Service Representative
Job Summary
Providing exceptional service to financial advisors and clients, the full-time Customer Service Representative will manage inbound inquiries, educate clients on account services, and assist with technical troubleshooting in a remote work environment, specifically for candidates residing in the Mesa, AZ area.
Key responsibilities
- Respond to inbound calls, addressing inquiries and resolving issues to ensure a positive client experience
- Educate clients on account services, products, and capabilities while maintaining high accuracy and attention to detail
- Perform basic technical troubleshooting and assist users with common technology-related issues
Required qualifications
- At least a High School Diploma or equivalent is required
- Previous call center and customer service experience
- Banking, financial services, or wealth management experience preferred
- Proficiency with Microsoft Office Suite, including Outlook
- Strong Windows 11 navigation and troubleshooting skills
Complete Job Description
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