Investment/Banking Inbound Call Center Agent

Summary: The Customer Service Representative (CSR) role focuses on providing investment and banking support through inbound calls from internal clients. Candidates will educate Financial Advisors on account services while demonstrating superior customer service skills in a fast-paced environment. The position requires strong communication and organizational skills, along with a minimum of 1-2 years of experience in a call center. This is a fully remote position with a flexible schedule, including potential late shifts.

Key Responsibilities:

• Answer inbound calls from 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.
• Demonstrate superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries.

Key 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.
• Windows navigation skills.
• Strong proficiency in spoken and written English.
• 1-2 years minimum experience in a call center environment.
• Cannot be FINRA registered.

Salary (Rate): undetermined

City: undetermined

Country: USA

Working Arrangements: remote

IR35 Status: outside IR35

Seniority Level: undetermined

Industry: Other