Operations Support Representative

Job Summary

To support various Operations roles, the full-time Operations Support Representative will manage administrative functions, conduct phone interviews with clients for underwriting, and build relationships with internal and external partners while ensuring exceptional customer service.

Key responsibilities

• Analyze, route, and monitor transactions to appropriate queues, including cases and emails
• Provide follow-up support for pending service transactions through effective communication with Financial Representatives and clients
• Build and nurture relationships with business partners to deliver exceptional service in a client- and field-centric approach

Required qualifications

• High school diploma or equivalent required
• Zero to one year of prior customer service or financial services experience
• Strong organizational, time management, and multitasking skills
• Ability to learn and navigate multiple systems and financial products
• Willingness to embrace continuous improvement in a fast-paced work environment