Financial Services Call Center Representative

Planet Group; Saint Cloud (MN); On-site; USD 28,000 - 30,000; Full time

Job summary

Planet Group is seeking a Financial Services Call Center Representative in Saint Cloud, MN. The role focuses on delivering excellent service to clients, handling brokerage operations, transfers, and system navigation to improve client loyalty.

The position requires at least one year in a call center with proficiency in Microsoft Office, and a High School diploma or GED. It is a 4-month engagement with pay between $20/hr and $22/hr, dependent on experience.

Qualifications

• 1+ year of call center experience.
• 1+ year of proficiency with Microsoft Office tools.
• High School diploma or GED required.
• Adaptable to change in a fast-paced environment.

Responsibilities

• Handle complex and escalated issues from financial professionals and customers.
• Provide support to clients in brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to clients with navigation and use of CRM tools and other systems.
• Maintain call handling requirements and quality review scores per schedule.
• Record each call accurately in the CRM tool.
• Work independently within the team to assist callers.
• Participate in special projects as assigned.
• Provide training support on department processes and system navigation.

Skills

Call center experience

Microsoft Office

Education

High School diploma or GED

Tools

CRM software

Job description

Financial Services Call Center Representative

Location: Saint Cloud, MN

Duration: 4 months

Pay: $20/hr - $22/hr(DOE)

The Planet Group is seeking a Financial Services Call Center Representative, who will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform.

Duties

• Handle complex and escalated issues from financial professionals and customers.
• Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• Utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation

Requirements

• 1+ year of previous call center experience
• 1+ year of proficiency with Microsoft Office tools.
• Must have High School diploma or GED
• Adaptable to change in a fast-paced environment.
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Team player attitude
• Energetic and results-oriented
• Preferred:
  • Demonstrate a real passion for providing high level of customer service.
  • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
  • Top notch communication and interpersonal skills
  • Keen eye for detail
  • Highly responsive to coaching and training.
  • Able to work well independently as well as collaborating with team members and other peers/leaders
  • Show an understanding of the Financial Services Industry and our role in it.
  • Banking experience