job summary : Responsibilities :
Responsibilities :
- Provide clients and internal partners with complete and accurate information regarding financial investment accounts.
- Deliver quality service by providing effective and efficient support for customers and internal partners.
- Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
- Navigate multiple systems to provide detailed and accurate information and resolve any issues.
- Demonstrate a passion and commitment to deliver an experience that improves your customers financial life
Skills : Call Center Support, Follow-up, Active Listening, Basic Software Skills, Adapting to Change, Basic Computer Skills, Empathy, Financial Planning Experience : Experienced2 year(s)
responsibilities :
- Provide clients and internal partners with complete and accurate information regarding financial investment accounts.
- Deliver quality service by providing effective and efficient support for customers and internal partners.
- Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risk
- Navigate multiple systems to provide detailed and accurate information and resolve any issues.
- Demonstrate a passion and commitment to deliver an experience that improves your customers financial life
qualifications : Experience
Experience
- Experienced
- 2 years
Education
High School (required)
skills :
- Call Center Support
- Follow-up
- Active Listening
- Basic Software Skills
- Adapting to Change
- Basic Computer Skills
- Empathy
- Financial Planning
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