Customer Care Associate
About The Position
The Customer Care Associate is a vital member of our Customer Experience team, responsible for taking incoming phone inquiries and providing assistance to shareholders in a timely, efficient, and professional manner. The role involves supporting activities against share positions through phone interactions, assisting shareowners and other callers with account-related services. Candidates must be comfortable using technology and working in multiple systems simultaneously, performing research as needed to resolve problems. This position may also act as a back-up for inquiries from higher revenue and contractual clients, and requires accurate documentation of call notes. Representatives must maintain required performance metrics including call quality, productivity, adherence to schedule, and risk and compliance requirements.
Requirements
- One year of high-touch call center experience
- Must be flexible regarding both schedule and daily duties
- Excellent communication skills and phone etiquette
- Fast-paced environment requiring multi-tasking abilities and collaboration
- A desire and capacity to learn more about the world of financial services
- High School diploma or equivalent
Nice To Haves
- Baseline knowledge of the Financial Services industry would be helpful, but not necessary
- Candidates must be comfortable using technology working in multiple systems at the same time
Responsibilities
- Phone interactions 100% of time in role with shareowners, their representatives, and the investment community supporting activities against share positions
- Assisting shareowners and other callers with account related service
- Responds to phone inquiries in a timely, efficient, and professional manner by providing resolution within established standards.
- Performs research during and after calls as needed to resolve problems and inquiries
- May act as a back-up for inquiries from higher revenue and contractual clients
- Document call notes ensuring key data is accurately captured in system
- Maintain required performance metrics: Call quality, Productivity, Adherence to schedule, Risk and Compliance requirements
Benefits
- Equal Opportunity Employer
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
