Customer Service Representative
Job Summary
Providing exceptional support to Financial Advisors and clients, the remote Customer Service Representative will manage inbound inquiries, resolve issues, and educate clients on account services while thriving in a fast-paced environment.
Key responsibilities
- Respond to inbound calls from branch personnel and internal stakeholders, ensuring a positive client experience
- Educate clients on account services, products, and available capabilities while performing basic technical troubleshooting
- Deliver superior customer-focused experiences with patience and professionalism, managing multiple priorities effectively
Required qualifications
- High School Diploma or equivalent 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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