You will provide prompt and accurate responses to telephone inquiries from both Customers and Financial Professionals. You will be trained on our products in a structured and active inbound contact-center environment. You will answer inquiries on product features, understanding product performance and educating callers on the self-service features of our website, and taking and keying trade instructions provided on calls. The Customer Service Representative will work with the Contact Center Management team to exceed published benchmarks related to soft skills, accuracy, call handle time and attendance. You are prepared to put the caller's needs first by prioritizing solving problems, de-escalating situations where warranted, and help guide a first call resolution. You will report into a Contact Center Supervisor.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED