Are you detailoriented and passionate about helping people navigate their private banking journey Join our team as a Customer Service Agent and play a vital role in ensuring smooth efficient online application processes for our clients.
Key Responsibilities:
- Follow up with customers
- Proactively track the status of submitted applications
- Communicate with customers about any issues that need attention
- Engage with clients by answering their questions about the status of their applications
- Collaborate effectively with our sales team to gather all essential information
- Partner with other departments to ensure we obtain any additional documentation needed for a smooth process
Requirements
- Very detailoriented
- Clear communication
- Strong organizational and time management skills
- Basic knowledge of insurance terms and products
- Followup discipline
Must Haves:
- Financial services or private banking experience Preferred
- Home office setup
- Fast internet speed
Benefits
- Remote Work No commute work from anywhere
- Career Growth Opportunity to scale with a fastgrowing team
- Ongoing Training & Support Stay ahead in the industry
Are you detail-oriented and passionate about helping people navigate their private banking journey? Join our team as a Customer Service Agent and play a vital role in ensuring smooth, efficient online application processes for our clients.