Delivers a personalized and remarkable experience for clients by answering questions, providing servicing options, and helping with products or services in a call center environment.
Requirements
- Associates degree in business or related field or equivalent combination of education and experience
- Minimum of 2 years related customer service experience with proven customer service skills
- Advanced understanding of Investment or Income markets or products
- Basic understanding of tax implications
- Advanced written and verbal communication skills
- Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
- Strong organization skills with the ability to prioritize tasks
- Strong desire to continuously learn and improve
- Strong problem-solving skills and ability to provide options
- Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
- Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
- Tuition Reimbursement
