Financial Services Customer Support Specialist

Boulder Connect; Franklin (WI); On-site; USD 36,000 - 52,000; Full time

Job summary

Boulder Connect is seeking an experienced customer service professional to join our call center team in Wisconsin. You will assist clients with inquiries, transactions, and service options related to financial products, resolving semi-complex issues by researching solutions and identifying root causes.

The role emphasizes educating clients on self-service tools, maintaining confidentiality, and fostering relationships to improve loyalty, while adapting to change and striving for high accuracy in

Qualifications

• Associate's degree or equivalent experience.
• 1 year of customer service experience.
• Basic knowledge of financial products, markets, and risk processes.
• Strong communication, organization, and multi-tasking skills.
• Problem solving and adaptability in fast-paced environments.
• Proficiency in computer systems and software.
• Successful completion of required testing.

Responsibilities

• Answer client questions and provide service options.
• Resolve inquiries and transactions with proficiency.
• Research and evaluate solutions for semi-complex issues.
• Manage calls efficiently, ensuring confidentiality.
• Educate clients on self-service tools and transaction impacts.
• Identify opportunities for process improvements.
• Build and maintain professional client relationships.

Skills

Customer service

Communication

Organization

Multi-tasking

Problem solving

Adaptability

Computer skills

Testing

Financial knowledge

Education

Associate's degree or equivalent experience

Job description

Boulder Connect is seeking an experienced customer service professional to join our call center team in Wisconsin. You will assist clients with inquiries, transactions, and service options related to financial products, resolving semi-complex issues by researching solutions and identifying root causes.

The role emphasizes educating clients on self-service tools, maintaining confidentiality, and fostering relationships to improve loyalty, while adapting to change and striving for high accuracy in