Our Customer Service Consultants are at the heart of our mission and are dedicated to always serving our clients. The Customer Service Consultant role is meant for those looking to make a real impact and build a career in financial services. They have a passion for delivering a personalized and caring experience – they anticipate and resolve client concerns with the goal of exceeding expectations, no matter how large or small the request. In this role, you will be the first point of contact for our customers and reply to case inquires related to status, selected data changes, required forms information, documenting all inquiries, and any necessary corresponding actions. Perform financial and non-financial transactions necessary to satisfy requests using multiple computer systems and productivity tools. Provide compassion and empathy to our customers by answering a high volume of incoming calls with a high degree of accuracy and speed.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees