Job Description

In this role, you will provide high-quality support to clients in the financial services industry. The focus is on delivering an exceptional customer experience, resolving inquiries efficiently, and supporting clients across various areas such as account maintenance, transfers, and system navigation.
Key Responsibilities:
* Address and resolve complex or escalated client issues.
* Support clients with brokerage operations, advisory accounts, and general inquiries.
* Guide clients in using internal systems and platforms effectively.
* Accurately document interactions using CRM tools.
* Meet quality and productivity standards while working both independently and collaboratively.
* Contribute to team initiatives and special projects as needed.
Qualifications:
* Minimum 1 year of call center experience.
* Proficiency with Microsoft Office.
* High school diploma or GED required.
Preferred Skills:
* Strong communication, problem-solving, and interpersonal abilities.
* Detail-oriented with the ability to adapt in a fast-paced environment.
* Experience in financial services or banking is a plus.
* College degree or equivalent experience is a bonus.

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