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.
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