Job Summary (List Format):
- Handle incoming phone calls regarding service inquiries on brokerage accounts.
- Provide accurate and timely information to clients with professionalism.
- Address a wide range of inquiries including:
- Brokerage Cash Management products and services
- Brokerage online platform and mobile app support
- General account and financial-related questions
- Maintain high service standards while managing a large volume of calls.
- Quickly adapt to changing processes and client needs.
- Collaborate effectively within a team-oriented environment.
- Demonstrate strong communication multitasking and active listening skills.
- Ensure attention to detail and commitment to world-class client service.
- Exhibit a professional demeanor and a career-driven attitude.
- Qualifications include a college degree (any discipline) or prior contact center/customer service experience.