Contact Center Specialist I supporting client interactions for financial inquiries. Providing quality customer service through inbound calls in a flexible work environment.
About the role
- Contact Center Specialist leveraging customer service skills to assist clients and advisors in a financial planning company. Engaging in multiple service areas while supporting professional development through licensing training.
Responsibilities
- Leverage customer service skills as first point of contact for clients
- Receive business training to serve as the first point of contact regarding service issues
- Communicate directly with clients and advisors to research questions
- Educate clients and advisors on the company's systems, processes, and policies
- Respond directly to information requests initiated by customers
Requirements
- Education: Graduate/ post-graduate in finance / commerce/ business management/ operations discipline
- 1 to 2 years of relevant experience required
- Requirement to obtain FINRA SIE, Series 7 and Series 63 registrations through company-paid training.
- Strong written and verbal communication skills.
- Demonstrated ability managing multiple priorities in a fast-paced environment.
Benefits
- Company sponsored training program for professional development
- Opportunities to make a mark at the office and in the community
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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