job summary : Responsibilities :
Responsibilities : What We Offer :
What We Offer :
- Starting Pay : $20 per hour (pay increase to $23 per hour after 2 months)
- Training Schedule : Mon-Fri from 8 : 30am - 5pm (approx 4 weeks)
- POST Training : Mon-Fri from 9 : 30am-6pm
- WFH on Mondays and Fridays, Tuesday thru Thursday in office
Please Note : This is a hybrid role, combining WFH and office presence. You must reside within 25 miles of our Scottsdale, AZ office.
What you'll be doing :
- Serve as the initial point of contact for clients.
- Respond to requests for investment, fund, and account information.
- Resolve general account issues.
- Follow standardized processes to complete monetary and administrative transactions.
- Document and report client feedback for process improvement efforts.
- Use consultative approach to position products and services to clients.
Requirements :
- High School Diploma
- 2+ year customer service / business related experience, preferably in finance
- Wired Internet - requires an internet speed test that meets 1Gbps download speed (1000mbps) and at least 30 Mbps upload speed
- Great Problem Resolution and Time Management skills
- Tech-Savvy
Skills : Customer Service, Call Center Experience : Entry Level1 year(s)
responsibilities : What We Offer :
What We Offer :
- Starting Pay : $20 per hour (pay increase to $23 per hour after 2 months)
- Training Schedule : Mon-Fri from 8 : 30am - 5pm (approx 4 weeks)
- POST Training : Mon-Fri from 9 : 30am-6pm
- WFH on Mondays and Fridays, Tuesday thru Thursday in office
Please Note : This is a hybrid role, combining WFH and office presence. You must reside within 25 miles of our Scottsdale, AZ office.
What you'll be doing :
- Serve as the initial point of contact for clients.
- Respond to requests for investment, fund, and account information.
- Resolve general account issues.
- Follow standardized processes to complete monetary and administrative transactions.
- Document and report client feedback for process improvement efforts.
- Use consultative approach to position products and services to clients.
Requirements :
- High School Diploma
- 2+ year customer service / business related experience, preferably in finance
- Wired Internet - requires an internet speed test that meets 1Gbps download speed (1000mbps) and at least 30 Mbps upload speed
- Great Problem Resolution and Time Management skills
- Tech-Savvy
qualifications : Experience
Experience
- Entry Level
- 1 year
Education
High School (required)
skills :
- Customer Service
- Call Center
Customer Service Specialist
We have openings for receptionist, data entry, customer service, collections, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, Customer Service Specialist, call center, warehouse, assembly, production, forklift, machine operators, maintenance mech...
Store Customer Service Specialist
Customer Service Specialists are tasked with achieving excellent customer service, while consistently meeting the store's sales goals. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and r...
Customer Service Specialist
We have openings for receptionist, data entry, customer service, collections, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, Customer Service Specialist, call center, warehouse, assembly, production, forklift, machine operators, maintenance mech...
Bilingual Customer Service Specialist (Spanish)
Customer Service Specialists are tasked with achieving excellent customer service, while consistently meeting the store's sales goals. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and r...
Bilingual Customer Service Specialist (Spanish)
Customer Service Specialists are tasked with achieving excellent customer service, while consistently meeting the store’s sales goals. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and r...
Customer Service Specialists
They provide Insurance - Enrollment, Retention, Licensed Agents, Healthcare, Financial Services, Banking, Real Estate, Legal, Pharmaceutical, and Government services. Inbound/Outbound call experience with great customer service skills. At least 1 year of Customer Service/Call Center experience. Poli...
Retail Customer Service Specialist - PT
The Customer Service Specialist is responsible for providing excellent customer experiences by creating an exceptional shopping experience for our customers through their eagerness to help, in-depth product knowledge, high brand and execution standards, and efficient execution of Front-End operation...
Store Customer Service Specialist
Customer Service Specialists are tasked with achieving excellent customer service, while consistently meeting the store’s sales goals. Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and r...
Retail Customer Service Specialist
The Customer Service Specialist is responsible for providing excellent customer experiences by creating an exceptional shopping experience for our customers through their eagerness to help, in-depth product knowledge, high brand and execution standards, and efficient execution of Front-End operation...
Customer Service Support Specialist
Customer Service Support Specialist. Assist the COO in order to make sure the customers / future customers are being services correctly and efficiently . As a Customer Service and Sales Support, you'll be responsible for wearing multiple hats within this mid-size but global manufacturing organizatio...