Fully Remote Financial Customer Support Representative

ReqRoute,IncHouston, TX
Remote

About The Position

This is a fully remote position for a Financial Customer Support Representative. The role involves answering inbound calls from internal clients at branches, educating Financial Advisors on account services and capabilities, and performing efficiently in a fast-paced, changing environment while handling a wide variety of tasks. A superior customer-centric focus with the proven ability to thoroughly resolve customer inquiries is essential.

Requirements

  • Banking or financial domain experience
  • Excellent communication and organizational skills, attention to detail, and strong follow-up skills
  • Strong problem-solving skills
  • Flexible and adaptable to change
  • Proficient in Microsoft Office Suite
  • Windows navigation skills
  • Strong proficiency in spoken and written English
  • 1-2 year minimum experience in a call center environment
  • Excellent Communication skills
  • Strong organizational skills and attention to detail

Responsibilities

  • Answer inbound calls from our internal clients at the branches.
  • Educate Financial Advisors on account services and capabilities.
  • Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks.
  • Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries.
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