Financial Customer Service Representative

Digitive

United States

On-site

USD 23,694

Part time

14 days+
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Job summary

A leading IT services firm is seeking a Customer Service Representative to handle inbound calls, educate Financial Advisors, and perform various tasks in a fast-paced environment. The ideal candidate has strong communication skills and at least 1-2 years of experience in a call center. This role is contracted, offering a starting pay rate of $17.20 per hour.

Qualifications

  • Strong proficiency in spoken and written English.
  • 1-2 years minimum experience in a call center environment.
  • Strong organizational skills and attention to detail.

Responsibilities

  • Answer inbound calls from our internal clients at the branches.
  • Educate Financial Advisors on account services and capabilities.
  • Perform efficiently in a fast-paced, changing environment.

Skills

Excellent communication and organizational skills
Strong problem-solving skills
Flexible and adaptable to change
Proficient in Microsoft Office Suite

Job description

Overview

PAY RATE: $17.20 w2

Candidates could possibly work late shift starting as late as 3pm EST.

Job Description / Responsibilities
  • Answer inbound calls from our internal clients at the branches.
  • Educate Financial Advisors on account services and capabilities.
  • Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks.
  • Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries.
Required Skills
  • Excellent communication and organizational skills, attention to detail, and strong follow-up skills
  • Strong problem-solving skills
  • Flexible and adaptable to change
  • Proficient in Microsoft Office Suite
Must Haves
  • Strong proficiency in spoken and written English
  • Experience – 1-2 year minimum in call center environment
  • Strong organizational skills and attention to detail
  • Cannot be FINRA registered
Seniority level
  • Executive
Employment type
  • Contract
Job function
  • Information Technology
Industries
  • IT Services and IT Consulting

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