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Registered Service Representative
Job Summary
A company is looking for a Registered Service Representative to provide outstanding service to clients in a professional phone-based environment.
Key Responsibilities
- Handle inbound and outbound calls, addressing client inquiries and processing transactions
- Provide excellent customer service and accurate information using appropriate methods and tools
- Monitor client accounts, document interactions, and escalate complex issues as necessary
Required Qualifications
- Two years of customer service experience
- Broad knowledge of brokerage accounts and investments
- Team-oriented and proactive with a customer-focused approach
- Ability to follow standard procedures and written instructions
- PC proficiency (MS Word, Outlook, Excel)
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COMPLETE JOB DESCRIPTION
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Company Overview
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