Remote Financial Services Customer Service Professional

Job is Expired
Location: Nationwide
Compensation: To Be Discussed
Staff Reviewed: Tue, Aug 02, 2022

Job Summary

A financial services advisory firm is searching for a person to fill their position for a Remote Financial Services Customer Service Professional.

Core Responsibilities Include:

  • Providing support for web-based tools via a high-volume, in-bound phone queue
  • Educating clients and advisors directly on newly-enacted web-based tools, systems and procedures

Required Skills:

  • Excellent customer service skills
  • Ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
  • Demonstrated skill troubleshooting and identifying root causes and resolving issues

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