Remote Financial Services Telephonic Intake Representative

Location: Arizona, Nebraska

Compensation: To Be Discussed

Staff Reviewed: Wed, Oct 14, 2020

This job expires in 15 days

Remote Level: 100% Remote

Weekly Hours: Part Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company has an open position for a Remote Telephonic Intake Representative.

Core Responsibilities of this position include:

  • Documenting customer interactions in appropriate system(s)
  • Escalating client service issues or concerns to senior team members and/or management
  • Maintaining customer confidentiality while complying with privacy regulations

Qualifications Include:

  • High School or GED - Minimum Required
  • 0 - 1+ Years of general experience
  • Ability to perform under stress in cases of emergency, critical or hazardous situations
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information
  • Successfully completes regulatory and job training requirements