Customer Service Representative
Job Summary
Providing exceptional customer support, the full-time hybrid Customer Service Representative will answer incoming calls from shareholders and brokers, perform account research, and ensure client needs are met with professionalism, transitioning to remote work after initial onsite training in Mesa, AZ.
Key responsibilities
- Answer inbound calls and respond to client inquiries regarding account information and services
- Perform necessary research to resolve account issues and make outbound follow-up calls as needed
- Maintain up-to-date knowledge of financial products and company policies to assist clients effectively
Required qualifications
- Bachelor's degree or equivalent experience
- 1-5 years of experience in a call center, preferably in the Financial Services industry
- Proficiency in MS Office applications, including PowerPoint, Excel, and Word
- Strong problem-solving and analytical skills
- Customer-centric approach with a commitment to service excellence
Complete Job Description
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