Customer Service Representative
Job Summary
Providing exceptional support to Financial Advisors and clients, the part-time Customer Service Representative will manage inbound inquiries, educate clients on services, and resolve issues while working remotely from the Mesa, AZ area.
Key responsibilities
- Respond to inbound calls, addressing inquiries and ensuring a positive client experience
- Educate clients on account services and products while demonstrating strong communication skills
- Perform basic technical troubleshooting and assist users with common technology-related issues
Required qualifications
- 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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