job summary : Responsibilities :
Responsibilities :
- Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
- Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and / or external customers and potential clients
- Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
- Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts
- Display passion, commitment and deliver an experience that improves our customers’ financial lives
Skills : Basic Computer Skills, Client Service, Basic Software Skills Experience : Experienced2 year(s)
responsibilities :
- Provide clients and internal partners with clear, complete, and accurate responses to their questions and inquiries at point of call
- Deliver quality service by providing effective and efficient operations support for the assigned area's internal business partners and / or external customers and potential clients
- Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
- Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts
- Display passion, commitment and deliver an experience that improves our customers’ financial lives
qualifications : Experience
Experience
- Experienced
- 2 years
Education
Bachelors
skills :
- Basic Computer Skills
- Client Service
- Basic Software Skills
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