Customer Service Specialist

Job Title:
Sr. Customer Service Specialist

Duties:
The Sr. Service Support Specialist assists with the development and growth of business through engaging and utilizing the full capabilities of the firm, and provides thorough solutions and alternatives in response to incoming telephone calls and written correspondence from Clients, Financial Advisors, Branch Office Administrators, and/or internal associates. Service is delivered that is accurate, complete, and timely while partnering with the firm to make it easy for our branches and clients to do business with us.

Responsibility Summary/Job Description

Responsible as a phone service representative, spending a great deal of time answering phone calls

• Answer incoming requests related to the new system implementation.
• Work in partnership with team members to provide support as needed
• Provide branch associates with information, friendly support, and reliable solutions
• Respond to branch associates while meeting call quality and efficiency expectations.
• Participate in monthly department meetings and periodic training sessions

Project Details

• Opportunity to educate callers on new systems and technology being implemented in the firm
• Work in a Fast-paced environment

Required Qualifications/Experience

• At least 3 years of Call Center Experience
• Experience working in a high-volume contact center is a must
• Ability to leverage different technology systems
• A financial services background is preferred
• Ability to have difficult conversations
• Ability to explain complex information effectively
• Strong learning agility