Call Center Representative Inbound
Client Solutions Associates will provide service support for all brokerage and banking account products and service features through inbound calls from Advisory clients, and FAC clients regarding technical matters.
Key Responsibilities include:
?? Handle incoming Wealth Management (and FAC, Tech calls) client calls utilizing professional telephone and problem solving skills
?? Provide brokerage/banking account information, including but not limited account balances and deposit rates, checking and Visa activity
?? Support navigation and functionality including but not limited to linking of accounts to and statements, creating user friendly IDs, resetting client passwords, and providing technical support with connecting to the web-site and quicken downloads
?? Explain content, format and activity on monthly and quarterly statement. Assist client with reconciliations of monthly activity and re-order duplicate statement copies.
?? Consistently achieve minimal or beyond expectations for performance metrics and quality standards
Working hours: 5:00 AM - 7:00 PM
- Professional Demeanor: Demonstrating patience, composure, and client service attitude.
- Service Adeptness: Comprehend and empathize with client needs, devote time and effort to satisfy the client's requests.
- Problem Solving and Decision Making Skills: Use good research and problem solving skills; know where to go to resolve problems.
- Initiative: Demonstrate a "self-starter" behavior and a willingness to help others.
Communication Skills: Communicate effectively both written and verbal, tailor communications to audience, actively listen and follow-up with questions and updates to involved parties
?? Saturday work schedule (everyone in this class will work a Saturday)
?? We are open from 7am ?? 10pm; so shifts can start as early as 7am and end as late as 10pm
?? For this group, shifts will be anytime from 7am-8pm Mon-Fri, and anytime from 5am-7pm Saturday. 4 or 5 day per week. Must be able to work Saturdays. 37.50 hours per week.
?? Career Driven individuals; we have a lot of opportunities for upward mobility and are looking for people who are performance/career driven
?? We are open every major holiday but rotate days with the other sites.
?? A 4-year degree is preferred.
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