Job Responsibilities:
- Provide excellent customer service to clients over phone email or chat
- Handle inquiries resolve issues and provide information about financial products
- Process client requests such as account updates transactions and account maintenance
- Maintain accurate records of client interactions and transactions
- Adhere to company policies and procedures while assisting clients
Essential Qualifications:
- High school diploma or equivalent
- Excellent communication skills both written and verbal
- Strong problem-solving abilities and attention to detail
- Ability to work independently and in a team environment
- Proficiency in using computer systems and software
Desired Experience:
- Minimum of 1 year experience in customer service or related field
- Knowledge of financial services industry is a plus
Salary & Benefits:
Salary: To be discussed with the selected candidate based on experience and qualifications
Benefits: Health insurance retirement plan paid time off professional development opportunities
Job Responsibilities: Provide excellent customer service to clients over phone email or chat Handle inquiries resolve issues and provide information about financial products Process client requests such as account updates transactions and account maintenance Maint...
Job Responsibilities:
- Provide excellent customer service to clients over phone email or chat
- Handle inquiries resolve issues and provide information about financial products
- Process client requests such as account updates transactions and account maintenance
- Maintain accurate records of client interactions and transactions
- Adhere to company policies and procedures while assisting clients
Essential Qualifications:
- High school diploma or equivalent
- Excellent communication skills both written and verbal
- Strong problem-solving abilities and attention to detail
- Ability to work independently and in a team environment
- Proficiency in using computer systems and software
Desired Experience:
- Minimum of 1 year experience in customer service or related field
- Knowledge of financial services industry is a plus
Salary & Benefits:
Salary: To be discussed with the selected candidate based on experience and qualifications
Benefits: Health insurance retirement plan paid time off professional development opportunities
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