Overview:
At our organization, we believe in the power of our people. We're a diverse team, bringing together various backgrounds and experiences to create a stronger, more inclusive community. Join us and be part of a team where you can grow your skills, collaborate with dynamic individuals, and explore new ways of working.
We're currently seeking talented individuals to join our Service Center team. As a Premier Customer Service Representative, you'll play a crucial role in providing exceptional service to our clients, handling inquiries related to individual retirement products and navigating various administrative systems.
Key Responsibilities:
- Provide superior customer service by efficiently handling inbound calls from clients and financial professionals.
- Manage inquiries ranging from simple requests to complex market-sensitive issues, ensuring accuracy and timeliness.
- Navigate multiple administrative systems and tools to assist clients effectively.
- Demonstrate strong decision-making skills in handling complex cases.
- Adhere to industry guidelines and company policies regarding call handling and record keeping.
- Serve as a primary point of contact for top-producing financial professionals.
Qualifications:
Required:
- High school diploma or equivalent.
- At least 1 year of professional call center or customer service experience.
- Familiarity with product features and financial markets.
Preferred:
- Series 6 certification.
- Strong problem-solving abilities.
- Ability to work autonomously and as part of a team.
Skills:
- Clear communication: Ability to convey complex concepts in simple language.
- Product knowledge: Understanding of financial products and processes.
- Active listening: Skill in gathering and applying information effectively.
- Time management: Ability to prioritize and manage multiple tasks.
- Problem-solving: Aptitude for recognizing and resolving issues.
- Customer service: Experience in delivering exceptional service via telephone.
About Us:
At our company, we're more than just a financial services provider—we're a community dedicated to helping our clients achieve their financial goals. We value diversity, equity, and inclusion, and we empower our employees to make a difference both within our organization and in their local communities.
We offer comprehensive compensation and benefits, opportunities for growth and internal mobility, and a culture of collaboration and teamwork. Join us and discover a career with purpose.
Equal Opportunity Employer:
We are committed to providing equal employment opportunities to all individuals based on merit, without regard to race, color, religion, gender, age, national origin, disability, sexual orientation, veteran status, or any other status protected by applicable laws.
Employment Type: Full-Time
Salary: $ 39,000.00 54,000.00 Per Year
