Job Description

As a Service Professional it is all about turning clients into enthusiastic advocates by consistently delivering outstanding service. Our mission is to foster client loyalty and build the most referable platform in the industry.

What You'll Do:

• Tackle complex and escalated inquiries from financial professionals and their clients with professionalism and care.
• Support clients across various business areas, including brokerage operations, advisory services, account transfers, and direct business transactions.
• Assist clients in navigating and using Broker/Dealer systems and tools effectively.
• Meet or exceed call volume and quality standards while maintaining your scheduled shifts.
• Accurately document each interaction using our CRM platform.
• Resolve client concerns independently and efficiently, minimizing the need for escalation.
• Contribute to department initiatives and special projects as needed.
• Help train and support teammates by sharing knowledge of systems and procedures.

What We're Looking For:

• At least 1 year of experience in a call center or customer service environment.
• Proficiency in Microsoft Office applications.
• High School diploma or equivalent (GED) required.

Bonus Points If You Have:

• A genuine passion for delivering exceptional customer experiences.
• Strong problem-solving, organization, and follow-through capabilities.
• Excellent verbal and written communication skills.
• Attention to detail and a high level of accuracy.
• Openness to coaching and commitment to continuous improvement.
• A collaborative spirit and ability to work both independently and within a team.
• Familiarity with the financial services industry.
• Experience in banking or financial institutions.
• A college degree or equivalent work experience.

Job Tags

Work experience placement, Shift work,

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