Overview
Hybrid
$22
Contract - W2
Contract - Independent
Job Details
As a Service Professional, you will be responsible for creating raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform.
Job Details:
• Handle complex and escalated issues from financial professionals and customers.
• Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• Utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.
What you need to have:
• 1+ year of previous call center experience
• 1+ year of proficiency with Microsoft Office tools.
• Must have High School diploma or GED
Really catch our eye with:
• Demonstrate a real passion for providing high level of customer service.
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Top notch communication and interpersonal skills
• Keen eye for detail
• Highly responsive to coaching and training.
• Able to work well independently as well as collaborating with team members and other peers/leaders
• Show an understanding of the Financial Services Industry and our role in it.
• Banking experience
• College degree or equivalent experience
Our top performers share the following traits:
• Adaptable to change in a fast paced environment.
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Team player attitude
• Energetic and results-oriented
Job Details:
• Handle complex and escalated issues from financial professionals and customers.
• Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• Utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.
What you need to have:
• 1+ year of previous call center experience
• 1+ year of proficiency with Microsoft Office tools.
• Must have High School diploma or GED
Really catch our eye with:
• Demonstrate a real passion for providing high level of customer service.
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Top notch communication and interpersonal skills
• Keen eye for detail
• Highly responsive to coaching and training.
• Able to work well independently as well as collaborating with team members and other peers/leaders
• Show an understanding of the Financial Services Industry and our role in it.
• Banking experience
• College degree or equivalent experience
Our top performers share the following traits:
• Adaptable to change in a fast paced environment.
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Team player attitude
• Energetic and results-oriented
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.