Call Center Representative for handling inbound customer calls from shareholders and financial professionals. Supporting clients in processing significant financial decisions and providing real-time information solutions.
Responsibilities
Take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues
Help callers feel comfortable and supported while making significant financial decisions
Relay complex, ever-changing information about mutual funds and financial service regulations
Build trust by learning new concepts and researching information in real-time to provide solutions
Requirements
Customer service experience in any industry
Tech-savvy problem solver
Ability to handle challenging customer interactions with patience, empathy, and composure
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