Brokerage Client Support Specialist

Amicis Global; South Jordan (UT); On-site; USD 32,000 - 42,000; Full time

Job summary

Amicis Global in South Jordan, UT is seeking a Client Support Service/Customer Service Representative for a 6 months + extension role. You will handle incoming calls about brokerage accounts and provide support for Brokerage Cash Management, Brokerage Online, and Mobile app inquiries.

The role requires accuracy, efficiency, and adherence to key performance metrics in a fast-paced, team-oriented financial services environment. Prior experience is preferred.

Qualifications

• Handle incoming phone calls regarding various service inquiries on Brokerage accounts.
• Respond with a high degree of accuracy and efficiency while meeting performance metrics.
• Work with Brokerage Cash Management products and services, Brokerage Online, and Mobile app inquiries.
• Maintain a professional, career-driven attitude and world-class service standards.
• Succeed in a fast-paced, team-oriented financial services environment with multitasking ability.

Responsibilities

• Respond to client inquiries about brokerage accounts via phone.
• Provide information on cash management products and brokerage platforms.
• Assist clients with online and mobile app inquiries and general account questions.
• Maintain high accuracy, efficiency, and adherence to department metrics.
• Collaborate with team members in a dynamic financial services center.

Education

College Degree

Contact Center Experience

Job description

Amicis Global in South Jordan, UT is seeking a Client Support Service/Customer Service Representative for a 6 months + extension role. You will handle incoming calls about brokerage accounts and provide support for Brokerage Cash Management, Brokerage Online, and Mobile app inquiries.

The role requires accuracy, efficiency, and adherence to key performance metrics in a fast-paced, team-oriented financial services environment. Prior experience is preferred.