Customer Service Representative

In this position, you'll support clients with account-related inquiries and service requests, helping resolve issues, process transactions, and provide timely solutions. You'll interact with customers through phone and email while working in a fast-paced, collaborative environment. This is an excellent opportunity for professionals who enjoy problem-solving, delivering outstanding service, and building experience within the financial services industry. Strong multitasking skills and the ability to navigate multiple systems efficiently are key to success in this role.

• 6–10 years of customer service, call center, or account support experience
• Proven experience handling complex customer issues and escalations
• Strong problem-solving and decision-making abilities
• Excellent communication and professionalism when supporting clients
• Strong technical aptitude with Windows, Outlook, Teams, and multiple systems

• Financial services, banking, brokerage, wealth management, insurance, or credit union experience
• Back‑office operations experience
• Experience supporting account-related inquiries and service requests
• Previous experience working in a highly regulated environment