Senior Customer Service Representative - Remote

Overview

The Sr. Representative, Customer Service is responsible for providing excellent quality customer services to all customer inquiries and/or problem resolution in a professional and composed manner.

In Short

• Assists customers with inquiries and problem resolution.
• Builds relationships with customers and anticipates their needs.
• Complies with company policies and procedures.
• Engages in team trainings and operational duties.
• Identifies needs for quality improvement.
• Meets or exceeds sales goals.
• Participates in team meetings.
• Promotes adherence to company code of ethics.
• Shares recurrent problems identified by customer input.
• Maintains professional behavior at all times.

Requirements

• Bachelor's Degree or equivalent work experience.
• 0+ years of experience in Financial Services or Customer Service.
• Strong communication skills.
• Ability to build internal and external relationships.
• Ability to work in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Intermediate computer and data entry skills.
• Time management and organizational skills.
• Knowledge of financial products and services.
• Ability to educate customers on services or products.

Benefits

• Competitive salary range.
• Opportunities for professional development.
• Inclusive and diverse work environment.
• Employee benefits package.
• Work-life balance initiatives.