Role OverviewAs a Customer Service Representative - Financial Services, you'll provide white glove support to customers of an asset and wealth management company. You'll be part of a team that brings humanity to business and helps customers navigate their online banking needs.
What You Will Do
Answer questions about products via phone, provide website navigation support, and assist with the application process. Meet established goals for performance metrics, participate in projects, and drive operational excellence.
Why It Might Be a Fit
We're looking for someone with a passion for helping others, 1 year of customer service experience, and a high school diploma or equivalent. You'll be supported in your career and professional development, and you'll have access to a global team of curious lifelong learners.
Requirements
- 1 year of customer service experience
- High school diploma or equivalent
- Recognize, apply and explain product or service knowledge
- Computer experience
- Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
Benefits
- Base wage of $19 per hour
- Performance bonus opportunities
- PTO
- Tuition reimbursement
- Health and wellness incentives
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