Financial Advisor
Job Description :
- Support internal and external customers in areas such as account management, operations, documentation, and technical assistance.
- Address basic or tactical customer concerns related to products, services, billing, or transactions with limited impact.
- Work under the guidance of managers, using sound judgment within set parameters, while gaining a deeper understanding of related policies, procedures, and compliance standards.
- Serve as the main point of contact for customer service, liaising with internal teams to resolve issues efficiently.
- Provide updates and insights to managers and customers to ensure problem resolution.
Required Qualifications :
- At least 6 months of experience in Customer Service, Financial Services, or a Contact Center, or equivalent through work experience, training, military service, or education.
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