Call Center Representative Inbound

  • location: Scottsdale, AZ
  • type: Temp to Perm
  • salary: $18 per hour
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job description

Call Center Representative Inbound

To develop knowledge of company's Institutional Investor Group, retirement plan products and services, the overall financial markets, and the related legal, tax, and regulatory issues in order to respond accurately and thoroughly to client inquiries.

Develops basic knowledge of company funds, products and services, the overall financial services industry through classroom training, on-the-job training, and self study.
Provides high quality client service across Institutional Participant Services by responding to participant phone inquiries and providing account and plan information from various information systems.
Providing fund and investment performance information to participants by phone.
Responding to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication.
Identifying routine participant needs/problems with urgency, professionalism, and efficiency; determining alternative solutions; resolving the problem using current workflow procedures.
Initiating transactions for participants including loans and withdrawals.

Working hours: 9:00 AM - 6:00 PM

Working with the various areas of the Institutional Investor Group Division to enhance overall quality and workflow efficiencies.
Providing industry knowledge to fund performance and retirement investing.
Performs other duties as assigned.

High School

Entry Level

Bachelor degree or equivalent combination of training preferred. High school diploma or GED required.
Minimum one year general experience. Prior customer service experience, preferably in financial services is preferred.
Ability to relate, empathize and quickly build rapport with participants.
Effective listening and proving skills to identify cures, understand needs and provide relevant solutions.
Interest in the financial services industry and a desire to help participants reach their financial goals through the highest standards of ethics and integrity.
Working knowledge of computer and related software applications.
Excellent verbal/written communication skills.
Demonstrated sound judgment and analytical skills.
Ability to multitask in a highly visible, fast-paced, team-oriented environment.
Ability to work effectively with others as a member of a team.

Please send resume directly to

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