Contact Center Specialist leveraging customer service skills to assist clients and advisors in a financial planning company. Engaging in multiple service areas while supporting professional development through licensing training.
Responsibilities
Leverage customer service skills as first point of contact for clients
Receive business training to serve as the first point of contact regarding service issues
Communicate directly with clients and advisors to research questions
Educate clients and advisors on the company's systems, processes, and policies
Respond directly to information requests initiated by customers
Requirements
Education: Graduate/ post-graduate in finance / commerce/ business management/ operations discipline
1 to 2 years of relevant experience required
Requirement to obtain FINRA SIE, Series 7 and Series 63 registrations through company-paid training.
Strong written and verbal communication skills.
Demonstrated ability managing multiple priorities in a fast-paced environment.
Benefits
Company sponsored training program for professional development
Opportunities to make a mark at the office and in the community
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