Client Support & Inquiry Resolution: Handle incoming phone calls related to a wide range of service inquiries on brokerage accounts, including cash management, online/mobile platform support, and general financial account assistance.
Accuracy & Efficiency: Deliver precise and efficient responses while consistently meeting departmental KPIs and service quality standards in a high-volume, fast-paced environment.
Customer-Centric Communication: Demonstrate professionalism and a commitment to world-class service, ensuring each client interaction is handled with care, clarity, and respect.
Adaptability & Multitasking: Thrive in a dynamic financial service center by multitasking effectively, adapting quickly to procedural or system changes, and supporting team goals.
Preferred Qualifications: Candidates with a college degree or prior experience in a contact center setting will be strongly preferred, as these backgrounds contribute to greater client satisfaction and job performance.
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