drjobs Client ServiceOperations Representative Temporary Full Time Role

Client ServiceOperations Representative Temporary Full Time Role

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

San Francisco, CA - USA

Monthly Salary drjobs

$ 19 - 22

Vacancy

1 Vacancy

Job Description

As Stockpile enters an expansion phase for its very exciting and innovative product offerings we are seeking an experienced Client Service/Operations Representative in a temporary capacity to help position the company for future growth and success. This position requires the applicant to remain flexible; a willingness to take on daily tasks in potentially multiple customer requirements as needed. The ability to be proactive go above and beyond to satisfy our clients. Must be comfortable discussing company product offerings answering complex product features and focused on customer retention.

The ideal candidate will have previous customer service or operations experience in financial services or retail environment. Must be a quick learner willing to provide indepth information regarding our product offering ability to understand and answer brokerage account and trading inquiries clearly explain policies and services via telephone and written correspondence. Relationship building and customer retention techniques are essential to be successful in this position. Must display an ability to work with others coachable and thrive in a highly functional healthy work atmosphere.

Responsibilities

    • Provide assistance to online Customers by answering phone calls responding to emails and live chats within a fastpaced call center environment
    • Troubleshooting basic technical issues and assisting customers having trouble accessing the Stockpile offering
    • Process information associated with client account(s) research more complex issues to correct/minimize customer concerns
    • Ability to remain flexible when required to work on multiple projects and various departmental functions
    • Provide excellent customer service in a professional manner while offering unique customer solutions
    • May be asked to collaborate with customer service and/or operations teams to perform required work
    • Understand comply maintain and reinforce FINRA regulatory compliance firm policies procedures and guidelines
    • Other careerenhancing duties assigned

Knowledge & Skills

    • Exhibit passion desire and willingness to deliver an exceptional customer experience during each and every customer interaction
    • Effectively recognize the opportunity to retain customers and proactively cross sell Stockpile products and services
    • Working knowledge of Microsoft Office products and intermediate computer skills
    • Typing skills: Ability to type a minimum of 20 words a minute
    • Professional writing skills with good composition grammar and punctuation
    • Ability to handle a large number of phone calls with an upbeat demeanor daily
    • Operations experience especially in setting up new accounts and cashiering functions would be a plus.
    • Excellent oral and written communication skills with the ability to convey complex financial concepts in an easy to understand manner
    • Ability to work independently and within a team environment
    • Flexibility to handle multiple customer issues while working under strict time constraints
    • Organizational skills detailoriented accuracy and efficiency are critical qualities to service customer needs in this position
    • Strong communicator who can effectively process customer requests in a timely efficient manner
    • Strong organizational skills detailoriented and highly efficient
    • Approach all job responsibilities with a sense of urgency throughout the entire work shift
    • Ability to exercise independent thought and judgment while adapting to new tasks with little notice

Working Conditions

    • Ability to sit and work on a computer for a significant period of time
    • Focused visual concentration and attention to detail when entering customer information on the computer
    • Working environment provides minimal exposure to discomfort or risk to safety. Applicants are expected to have their home office setup except laptop (provided for by Company)
    • Requires some bending lifting and repetitive motions
    • Work hours may regularly exceed a 40hour workweek
    • Ability to work evenings overtime or over the weekend and holidays when or if necessary
    • Willingness to work within a remote call center environment and open to occasional shift changes to meet business demands.

A progressive opportunity that may convert to a regular fulltime role depending on success. This role is employed through a third party payroll company.


$19 $22 an hour

Required Experience:

Unclear Seniority

Employment Type

Full-Time

Company Industry

Department / Functional Area

Customer Care

About Company

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.