Customer Service representative managing inquiries and assisting in sales processes for Intertek's quality, safety, and sustainability services. Engaging with various customer communications and supporting international requests.
About the role
- Customer Experience Resolution Analyst providing support to financial advisors reporting operational dissatisfaction. Focused on resolving concerns and maintaining client relationships in a hybrid work environment.
Responsibilities
- Provides support to Advisors and their clients who have reported dissatisfaction
- Maintains contact with advisors or with individuals on the service team while resolving concerns
- Responsible as the single owner of a customer problem from initiation to resolution
- Builds positive relationships with team members in a fast-paced environment
- Recommends and implements process improvements
- Participates in departmental projects and initiatives
Requirements
- Bachelor’s Degree
- 2-5 years of financial service experience
- Series 6, minimum
- Industry/AssetMark experience and cross-functional process knowledge: Account Administration functions, Transfer of Account, Advisor Services, Trading and Reporting –Preferred
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
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