Remote Financial Service Associate

Location: Alabama, Alaska, Arizona, Colorado, Connecticut, Florida, Georgia, Iowa, Minnesota, Mississippi, New Jersey, New York, Pennsylvania, Texas, Wisconsin

Compensation: To Be Discussed

Staff Reviewed: Sat, Oct 17, 2020

This job expires in 17 days

Job Category: Customer Service

Job Summary

A financial services company has a current position open for a Remote Financial Service Associate.

Candidates will be responsible for the following:

  • Identify other potential customer needs and offer tailored solutions that improve financial wellness
  • Shape the customer experience and efficiently troubleshooting challenges across multiple channels

Qualifications Include:

  • Strong commitment to providing exceptional customer service.
  • Excellent verbal and written skills.
  • Proficient PC and keyboarding skills with ability to multi-task between multiple computer applications.
  • Knowledge of retirement products, or other experience in the Financial Industry preferred