Hybrid Client Service Excellence Representative

Posted last week

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About the role

  • Connect with clients via inbound phone calls to assist with account-related inquiries
  • Maintain strong performance metrics
  • Increase functional expertise through direct upskilling and training programs

Requirements

  • 3+ years of customer-facing and/or in-bound phone experience
  • Strong interpersonal and client relationship management (CRM)
  • High school, associate degree, or bachelor’s degree
  • Desire for stability and longevity in a role
  • Must obtain Series 7 and 63 regulatory license

Benefits

  • Fully paid training
  • Access to learning and development resources
  • Coaching by leaders
  • Quarterly in-office collaboration activities

Job title

Client Service Excellence Representative

Job type

Experience level

Mid levelSenior

Salary

$52,000 - $58,000 per year

Degree requirement

Associate's Degree

Location requirements

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