Customer Services Representative - Jacksonville, FL

Canon Recruiting Group•Jacksonville, FL

2d•Onsite

About The Position

Retirement Plan Services (RPS) primary role is assisting Financial Advisors and Client Associates. RPS provides general retirement account maintenance support such as opening a new account, maintaining existing accounts, and enrolling accounts in new features. This can include (but is not limited to) providing tutorial assistance, troubleshooting errors, and document review. Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call. Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients. Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk. Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts. Display passion, commitment and deliver an experience that improves our customers’ financial lives.

Requirements

2 or more years of customer service experience
Must possess the skills to navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information
Computer Literacy and proficient in using Microsoft Outlook, Word, and PowerPoint is a REQUIREMENT
Ability to demonstrate flexibility and work well under pressure in a fast paced, high call volume, and constant changing call center environment
Strong communications skills, great grammar, and the ability to communicate with management, peers, and clients
Robust customer service skills and the ability to resolve and de-escalate difficult situations and prevent client dissatisfaction with respect and poise
Positive attitude that embracing coaching as an opportunity to improvement in current role
Ability to handle confidential matters and sensitive information in a responsible manner.
Ambitious and self-motivating
ATTENDENCE IS A MUST IN THIS ROLE!
Must be able to work in a virtual setting on site during training.

Nice To Haves

RECOMMENDED TO NOT HAVE TIME OFF DURING TRAINING PERIOD .

Responsibilities

Provide clients and/or internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and/or external customers and potential clients
Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research, and resolve issues with client accounts
Display passion, commitment and deliver an experience that improves our customers’ financial lives