Customer Services Representative

Canon Recruiting Group•Chandler, AZ

2d•Onsite

About The Position

Wealth Management Client Services Banking and Brokerage Department assists with inbound inquiries from clients regarding their Banking Products Investment accounts. Our primary function is to provide client facing support for high-net-worth clients who have a full-service relationship with a Financial Advisor. Inquires include but are but limited to: Balance Inquiries, Account Maintenance, Online Navigation/Maintenance, Transaction Research. 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

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.
Ambitious and self-motivating.
CUSTOMER SERVICE SKILLS REQUIRED.
ATTENDENCE IS A MUST IN THIS ROLE!

Responsibilities

Assist with inbound inquiries from clients regarding their Banking Products Investment accounts.
Provide client facing support for high-net-worth clients who have a full-service relationship with a Financial Advisor.
Handle inquiries including but not limited to: Balance Inquiries, Account Maintenance, Online Navigation/Maintenance, Transaction Research.
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.
Navigate between multiple screens/systems and keep the client/internal partner fully engaged, while quickly and accurately typing relevant notes and information.
Handle confidential matters and sensitive information in a responsible manner.