Job Summary (List Format):
- Handle incoming phone calls regarding service inquiries for Brokerage accounts
- Provide accurate and efficient responses to client inquiries
- Support clients on Brokerage Cash Management products and services
- Assist clients with Brokerage Online (client website) and Mobile app issues
- Address general account and financial-related questions
- Meet key department performance metrics consistently
- Deliver professional world-class customer service
- Work effectively in a fast-paced team-oriented environment
- Multi-task and adapt quickly to changes in a busy financial service center
- Preference given to candidates with a college degree or previous contact center experience