Customer Service Representative (Remote)

Title: Customer Service Representative

Location: Remote

Job Description/Responsibilities

• Answer inbound calls from our internal clients at the branches.

• Educate Financial Advisors on account services and capabilities.

• Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks

• Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Required Skills:

• Excellent communication and organizational skills, attention to detail, and strong follow-up skills

• Strong problem-solving skills

• Flexible and adaptable to change

• Proficient in Microsoft Office Suite

• Windows navigation skills

What are the top Must Haves for this role?

1. Experience – 1-2 year minimum in call center environment.

2. Excellent Communication skills

3. Strong organizational skills and attention to detail

4. Cannot be FINRA registered

Need customer service and Banking Domain experience