Job Description

• In this role, you will be assisting working for a Fortune 500 Financial Giant handling incoming calls and providing account service and resolution.
• This is a high-volume environment that will allow for growth opportunities while you're servicing members with their address changes, account understanding, password resets, etc.

• Handling customer/client/contra calls, opening new accounts, updating existing accounts, customer correspondence, transfer of accounts, wired funds, foreign currency conversion, received/issued checks and stock certificates. Requires previous customer service and data entry experience with a high degree of accuracy.
• Must be articulate, have a pleasant telephone manner and excellent verbal and written skills.
• Flexibility is a key aspect of this role and must be equally comfortable with direct client interaction as well as having the ability to network, research and resolve client operational issues.
• General PC skills required including experience with Word, Excel and Outlook.

• Spanish or Chinese (Mandarin or Cantonese) speakers are preferred
• Ability to contribute in a fast paced, team-oriented environment.
• Aptitude to multi-task and adjust quickly to change in a busy financial service center

• College degree preferred

Job Tags

Similar Jobs